NWHEX Mutual Fund

NAV$13.48

TER2.22%

Holdings304

NWHEX Mutual Fund

NAV$13.48

Nationwide Bailard Small Cap Value Fund Class C

TER2.22%

Holdings304

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

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

NWHEX Mutual Fund Overlap Analysis

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

NWHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 304 holdings, NWHEX may share significant positions with broad-market funds.

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