NIOAX Mutual Fund Holdings Overlap Calculator | MarketXLS

NIOAX Mutual Fund

NAV$12.98

AUM$217,444

TER1.42%

Holdings68

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NIOAX Mutual Fund

NAV$12.98

Neuberger Berman International Small Cap Fund Class A

AUM$217,444

TER1.42%

Holdings68

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

NIOAX Mutual Fund Overlap Analysis

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

NIOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, NIOAX may share significant positions with broad-market funds.

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