NWCAX Mutual Fund Analysis & Holdings | MarketXLS

NWCAX Mutual Fund

NAV$54.62

TER0.90%

Holdings44

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NWCAX Mutual Fund

NAV$54.62

Nuveen Winslow Large-Cap Growth Fund Class A

TER0.90%

Holdings44

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

NWCAX Mutual Fund Overlap Analysis

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

NWCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, NWCAX may share significant positions with broad-market funds.

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