NUVBX Mutual Fund Analysis & Holdings | MarketXLS

NUVBX Mutual Fund

NAV$8.80

AUM$6.7B

TER0.44%

Holdings1,787

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NUVBX Mutual Fund

NAV$8.80

Nuveen Intermediate Duration Municipal Bond Fund Class R

AUM$6.7B

TER0.44%

Holdings1,787

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare NUVBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NUVBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NUVBX Mutual Fund Overlap Analysis

NUVBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NUVBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1787 holdings, NUVBX may share significant positions with broad-market funds.

NUVBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NUVBX tax-loss harvesting finds highly correlated but non-identical funds.