NRSRX Mutual Fund
NRSRX Mutual Fund
NAV$65.36
AUM$151M
TER0.59%
Holdings44
NRSRX Mutual Fund
NAV$65.36
Neuberger Quality Equity Fund Class R6
AUM$151M
TER0.59%
Holdings44
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.