NSBAX Mutual Fund
NSBAX Mutual Fund
NAV$64.00
AUM$506M
TER0.91%
Holdings44
See how much of NSBAX you already own
NSBAX Mutual Fund
NAV$64.00
Nuveen Dividend Growth Fund Class A
AUM$506M
TER0.91%
Holdings44
See how much of NSBAX you already own
NSBAX Mutual Fund Overlap Analysis
NSBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, NSBAX may share significant positions with broad-market funds.
NSBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSBAX tax-loss harvesting finds highly correlated but non-identical funds.