NWAPX Mutual Fund
NWAPX Mutual Fund
NAV$41.91
TER0.70%
Holdings84
See how much of NWAPX you already own
NWAPX Mutual Fund
NAV$41.91
Nationwide BNY Mellon Dynamic US Equity Income Fund Eagle Class
TER0.70%
Holdings84
See how much of NWAPX you already own
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 84 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.