GMDRX Mutual Fund
GMDRX Mutual Fund
NAV$9.64
AUM$97M
TER1.15%
Holdings21
See how much of GMDRX you already own
GMDRX Mutual Fund
NAV$9.64
Nationwide Investor Destinations Moderate Fund Class R
AUM$97M
TER1.15%
Holdings21
See how much of GMDRX you already own
GMDRX Mutual Fund Overlap Analysis
GMDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GMDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, GMDRX may share significant positions with broad-market funds.
GMDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GMDRX tax-loss harvesting finds highly correlated but non-identical funds.