NEZNX Mutual Fund

NAV$12.24

AUM$227M

TER0.62%

Holdings615

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Just $25 once·$69/mo·Download sample

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NEZNX Mutual Fund

NAV$12.24

Loomis Sayles Funds - Strategic Income Fund Class N

AUM$227M

TER0.62%

Holdings615

See how much of NEZNX 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 NEZNX 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 NEZNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NEZNX Mutual Fund Overlap Analysis

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

NEZNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 615 holdings, NEZNX may share significant positions with broad-market funds.

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