NWKDX Mutual Fund
NWKDX Mutual Fund
NAV$81.56
AUM$749M
TER0.95%
Holdings59
See how much of NWKDX you already own
NWKDX Mutual Fund
NAV$81.56
Nationwide Geneva Small Cap Growth Fund Institutional Service Class
AUM$749M
TER0.95%
Holdings59
See how much of NWKDX you already own
NWKDX Mutual Fund Overlap Analysis
NWKDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWKDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, NWKDX may share significant positions with broad-market funds.
NWKDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWKDX tax-loss harvesting finds highly correlated but non-identical funds.