NMBAX Mutual Fund Holdings Overlap Calculator | MarketXLS

NMBAX Mutual Fund

NAV$8.77

TER0.64%

Holdings1,787

See what you own twice

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

Check my overlap

NMBAX Mutual Fund

NAV$8.77

Nuveen Intermediate Duration Municipal Bond Fund Class A

TER0.64%

Holdings1,787

See what you own twice

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

Check my overlap

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Holdings Overlap Analysis

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

NMBAX Mutual Fund Overlap Analysis

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

NMBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1787 holdings, NMBAX may share significant positions with broad-market funds.

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