NAWCX Mutual Fund Analysis & Holdings | MarketXLS

NAWCX Mutual Fund

NAV$52.67

AUM$2M

TER1.63%

Holdings254

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NAWCX Mutual Fund

NAV$52.67

Voya Global High Dividend Low Volatility Fund Class C

AUM$2M

TER1.63%

Holdings254

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

NAWCX Mutual Fund Overlap Analysis

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

NAWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 254 holdings, NAWCX may share significant positions with broad-market funds.

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