NWHHX Mutual Fund
NWHHX Mutual Fund
NAV$18.76
TER0.98%
Holdings304
See how much of NWHHX you already own
NWHHX Mutual Fund
NAV$18.76
Nationwide Bailard Small Cap Value Fund Institutional Service Class
TER0.98%
Holdings304
See how much of NWHHX you already own
NWHHX Mutual Fund Overlap Analysis
NWHHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWHHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 304 holdings, NWHHX may share significant positions with broad-market funds.
NWHHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWHHX tax-loss harvesting finds highly correlated but non-identical funds.