NWIIX Mutual Fund
NWIIX Mutual Fund
NAV$9.11
TER0.46%
Holdings17
See how much of NWIIX you already own
NWIIX Mutual Fund
NAV$9.11
Nationwide Destination 2030 Fund Class R6
TER0.46%
Holdings17
See how much of NWIIX you already own
NWIIX Mutual Fund Overlap Analysis
NWIIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWIIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, NWIIX may share significant positions with broad-market funds.
NWIIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWIIX tax-loss harvesting finds highly correlated but non-identical funds.