NWKEX Mutual Fund
NWKEX Mutual Fund
NAV$25.57
AUM$2M
TER0.75%
Holdings50
See how much of NWKEX you already own
NWKEX Mutual Fund
NAV$25.57
Nationwide Renaissance Small Cap Growth Fund Class R6
AUM$2M
TER0.75%
Holdings50
See how much of NWKEX you already own
NWKEX Mutual Fund Overlap Analysis
NWKEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWKEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, NWKEX may share significant positions with broad-market funds.
NWKEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWKEX tax-loss harvesting finds highly correlated but non-identical funds.