NELYX Mutual Fund
NELYX Mutual Fund
NAV$10.83
AUM$403M
TER0.45%
Holdings256
See how much of NELYX you already own
NELYX Mutual Fund
NAV$10.83
Loomis Sayles Limited Term Government and Agency Fund Class Y
AUM$403M
TER0.45%
Holdings256
See how much of NELYX you already own
NELYX Mutual Fund Overlap Analysis
NELYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NELYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 256 holdings, NELYX may share significant positions with broad-market funds.
NELYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NELYX tax-loss harvesting finds highly correlated but non-identical funds.