NWKBX Mutual Fund
NWKBX Mutual Fund
NAV$65.61
AUM$43M
TER1.89%
Holdings59
See how much of NWKBX you already own
NWKBX Mutual Fund
NAV$65.61
Nationwide Geneva Small Cap Growth Fund Class C
AUM$43M
TER1.89%
Holdings59
See how much of NWKBX you already own
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.