NGDLX Mutual Fund
NGDLX Mutual Fund
NAV$31.41
AUM$195M
TER0.65%
Holdings72
See how much of NGDLX you already own
NGDLX Mutual Fund
NAV$31.41
Neuberger Large Cap Growth Fund Institutional Class
AUM$195M
TER0.65%
Holdings72
See how much of NGDLX you already own
NGDLX Mutual Fund Overlap Analysis
NGDLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NGDLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, NGDLX may share significant positions with broad-market funds.
NGDLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NGDLX tax-loss harvesting finds highly correlated but non-identical funds.