NWAOX Mutual Fund

NAV$42.44

AUM$65,752.76

TER0.85%

Holdings84

See how much of NWAOX you already own

Just $25 once·$69/mo·Download sample

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NWAOX Mutual Fund

NAV$42.44

Nationwide BNY Mellon Dynamic US Equity Income Fund Institutional Service Class

AUM$65,752.76

TER0.85%

Holdings84

See how much of NWAOX you already own

Just $25 once·$69/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 NWAOX 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 NWAOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NWAOX Mutual Fund Overlap Analysis

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

NWAOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, NWAOX may share significant positions with broad-market funds.

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