NGJCX Mutual Fund Holdings Overlap Calculator | MarketXLS

NGJCX Mutual Fund

NAV$20.98

AUM$15M

TER2.05%

Holdings119

See what you own twice

Check NGJCX against your other funds. Free for up to 5.

Check my overlap

NGJCX Mutual Fund

NAV$20.98

Nuveen Global Real Estate Securities Fund Class C

AUM$15M

TER2.05%

Holdings119

See what you own twice

Check NGJCX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

Compare NGJCX 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 NGJCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NGJCX Mutual Fund Overlap Analysis

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

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

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