NWIFX Mutual Fund Analysis & Holdings | MarketXLS

NWIFX Mutual Fund

NAV$21.36

AUM$32M

TER0.82%

Holdings88

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NWIFX Mutual Fund

NAV$21.36

Nuveen International Small Cap Fund Class R6

AUM$32M

TER0.82%

Holdings88

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

NWIFX Mutual Fund Overlap Analysis

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

NWIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, NWIFX may share significant positions with broad-market funds.

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