NWMDX Mutual Fund

NAV$10.13

AUM$47M

TER1.21%

Holdings16

See how much of NWMDX you already own

Just $25 once·$99/mo·Download sample

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NWMDX Mutual Fund

NAV$10.13

Nationwide Destination 2040 Fund Class R

AUM$47M

TER1.21%

Holdings16

See how much of NWMDX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

NWMDX Mutual Fund Overlap Analysis

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

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

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