NWEBX Mutual Fund
NWEBX Mutual Fund
NAV$7.85
TER1.21%
Holdings16
See how much of NWEBX you already own
NWEBX Mutual Fund
NAV$7.85
Nationwide Destination Retirement Fund Class R
TER1.21%
Holdings16
See how much of NWEBX you already own
NWEBX Mutual Fund Overlap Analysis
NWEBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, NWEBX may share significant positions with broad-market funds.
NWEBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWEBX tax-loss harvesting finds highly correlated but non-identical funds.