NRDGX Mutual Fund
NRDGX Mutual Fund
NAV$25.75
AUM$35,805
TER0.60%
Holdings59
NRDGX Mutual Fund
NAV$25.75
Neuberger Berman Dividend Growth Fund Class R6
AUM$35,805
TER0.60%
Holdings59
NRDGX Mutual Fund Overlap Analysis
NRDGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NRDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, NRDGX may share significant positions with broad-market funds.
NRDGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NRDGX tax-loss harvesting finds highly correlated but non-identical funds.