NWIAX Mutual Fund
NWIAX Mutual Fund
NAV$8.98
AUM$45M
TER0.96%
Holdings17
See how much of NWIAX you already own
NWIAX Mutual Fund
NAV$8.98
Nationwide Destination 2030 Fund Class A
AUM$45M
TER0.96%
Holdings17
See how much of NWIAX you already own
NWIAX Mutual Fund Overlap Analysis
NWIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, NWIAX may share significant positions with broad-market funds.
NWIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWIAX tax-loss harvesting finds highly correlated but non-identical funds.