NWAPX Mutual Fund
NWAPX Mutual Fund
NAV$42.50
TER0.70%
Holdings82
NWAPX Mutual Fund
NAV$42.50
Nationwide BNY Mellon Dynamic US Equity Income Fund Eagle Class
TER0.70%
Holdings82
NWAPX Mutual Fund Overlap Analysis
NWAPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, NWAPX may share significant positions with broad-market funds.
NWAPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWAPX tax-loss harvesting finds highly correlated but non-identical funds.