NEJYX Mutual Fund
NEJYX Mutual Fund
NAV$23.74
AUM$744M
TER1.01%
Holdings76
See how much of NEJYX you already own
NEJYX Mutual Fund
NAV$23.74
Vaughan Nelson Small Cap Fund Class Y
AUM$744M
TER1.01%
Holdings76
See how much of NEJYX you already own
NEJYX Mutual Fund Overlap Analysis
NEJYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NEJYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, NEJYX may share significant positions with broad-market funds.
NEJYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEJYX tax-loss harvesting finds highly correlated but non-identical funds.