NGJAX Mutual Fund

NAV$20.93

AUM$27,584.47

TER1.30%

Holdings119

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NGJAX Mutual Fund

NAV$20.93

Nuveen Global Real Estate Securities Fund Class A

AUM$27,584.47

TER1.30%

Holdings119

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

NGJAX Mutual Fund Overlap Analysis

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

NGJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, NGJAX may share significant positions with broad-market funds.

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