NWAGX Mutual Fund
NWAGX Mutual Fund
NAV$18.70
AUM$770,162.91
TER1.08%
Holdings45
NWAGX Mutual Fund
NAV$18.70
Nationwide Janus Henderson Overseas Fund Class A
AUM$770,162.91
TER1.08%
Holdings45
NWAGX Mutual Fund Overlap Analysis
NWAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, NWAGX may share significant positions with broad-market funds.
NWAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWAGX tax-loss harvesting finds highly correlated but non-identical funds.