NPNAX Mutual Fund
NPNAX Mutual Fund
NAV$62.85
AUM$232M
TER0.97%
Holdings80
See how much of NPNAX you already own
NPNAX Mutual Fund
NAV$62.85
Neuberger Large Cap Value Fund Class A
AUM$232M
TER0.97%
Holdings80
See how much of NPNAX you already own
NPNAX Mutual Fund Overlap Analysis
NPNAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NPNAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, NPNAX may share significant positions with broad-market funds.
NPNAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NPNAX tax-loss harvesting finds highly correlated but non-identical funds.