NERYX Mutual Fund

NAV$11.42

AUM$3.9B

TER0.48%

Holdings771

See how much of NERYX you already own

Just $25 once·$69/mo·Download sample

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NERYX Mutual Fund

NAV$11.42

Loomis Sayles Core Plus Bond Fund Class Y

AUM$3.9B

TER0.48%

Holdings771

See how much of NERYX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare NERYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NERYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NERYX Mutual Fund Overlap Analysis

NERYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NERYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 771 holdings, NERYX may share significant positions with broad-market funds.

NERYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NERYX tax-loss harvesting finds highly correlated but non-identical funds.