NADMX Mutual Fund

NAV$10.22

AUM$125M

TER0.83%

Holdings21

See how much of NADMX you already own

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NADMX Mutual Fund

NAV$10.22

Nationwide Investor Destinations Moderate Fund Class A

AUM$125M

TER0.83%

Holdings21

See how much of NADMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare NADMX 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 NADMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NADMX Mutual Fund Overlap Analysis

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

NADMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, NADMX may share significant positions with broad-market funds.

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