NWMCX Mutual Fund Analysis & Holdings | MarketXLS

NWMCX Mutual Fund

AUM$820,312.21

Holdings16

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NWMCX Mutual Fund

Nationwide Destination 2040 Fund Class C

AUM$820,312.21

Holdings16

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

NWMCX Mutual Fund Overlap Analysis

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

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

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