NWLIX Mutual Fund Holdings Overlap Calculator | MarketXLS

NWLIX Mutual Fund

NAV$10.46

AUM$55M

TER0.46%

Holdings16

See what you own twice

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

Check my overlap

NWLIX Mutual Fund

NAV$10.46

Nationwide Destination 2035 Fund Class R6

AUM$55M

TER0.46%

Holdings16

See what you own twice

Check NWLIX 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 NWLIX 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 NWLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NWLIX Mutual Fund Overlap Analysis

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

NWLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, NWLIX may share significant positions with broad-market funds.

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