NWAVX Mutual Fund

NAV$14.79

TER0.49%

Holdings36

NWAVX Mutual Fund

NAV$14.79

Nationwide GQG US Quality Equity Fund Class R6

TER0.49%

Holdings36

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 NWAVX 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 NWAVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NWAVX Mutual Fund Overlap Analysis

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

NWAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, NWAVX may share significant positions with broad-market funds.

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