NGJIX Mutual Fund Analysis & Holdings | MarketXLS

NGJIX Mutual Fund

NAV$20.81

AUM$73M

TER1.05%

Holdings119

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NGJIX Mutual Fund

NAV$20.81

Nuveen Global Real Estate Securities Fund Class I

AUM$73M

TER1.05%

Holdings119

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

NGJIX Mutual Fund Overlap Analysis

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

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

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