NRSRX Mutual Fund
NRSRX Mutual Fund
NAV$64.74
AUM$151M
TER0.59%
Holdings44
See how much of NRSRX you already own
NRSRX Mutual Fund
NAV$64.74
Neuberger Quality Equity Fund Class R6
AUM$151M
TER0.59%
Holdings44
See how much of NRSRX you already own
NRSRX Mutual Fund Overlap Analysis
NRSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NRSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, NRSRX may share significant positions with broad-market funds.
NRSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NRSRX tax-loss harvesting finds highly correlated but non-identical funds.