NLGAX Mutual Fund
NLGAX Mutual Fund
NAV$10.71
AUM$291M
TER0.93%
Holdings20
See how much of NLGAX you already own
NLGAX Mutual Fund
NAV$10.71
Columbia Capital Allocation Moderate Conservative Portfolio Class A
AUM$291M
TER0.93%
Holdings20
See how much of NLGAX you already own
NLGAX Mutual Fund Overlap Analysis
NLGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NLGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, NLGAX may share significant positions with broad-market funds.
NLGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NLGAX tax-loss harvesting finds highly correlated but non-identical funds.