NWKBX Mutual Fund Holdings Overlap Calculator | MarketXLS

NWKBX Mutual Fund

NAV$65.61

AUM$43M

TER1.89%

Holdings59

See what you own twice

Check NWKBX against your other funds. Free for up to 5.

Check my overlap

NWKBX Mutual Fund

NAV$65.61

Nationwide Geneva Small Cap Growth Fund Class C

AUM$43M

TER1.89%

Holdings59

See what you own twice

Check NWKBX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

NWKBX Mutual Fund Overlap Analysis

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

NWKBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, NWKBX may share significant positions with broad-market funds.

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