NCDCX Mutual Fund

NAV$9.44

AUM$48M

TER1.57%

Holdings21

NCDCX Mutual Fund

NAV$9.44

Nationwide Investor Destinations Moderately Conservative Fund Class C

AUM$48M

TER1.57%

Holdings21

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

NCDCX Mutual Fund Overlap Analysis

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

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

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