NWOSX Mutual Fund
NWOSX Mutual Fund
NAV$10.45
AUM$41M
TER0.71%
Holdings14
See how much of NWOSX you already own
NWOSX Mutual Fund
NAV$10.45
Nationwide Destination 2050 Fund Institutional Service Class
AUM$41M
TER0.71%
Holdings14
See how much of NWOSX you already own
NWOSX Mutual Fund Overlap Analysis
NWOSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWOSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, NWOSX may share significant positions with broad-market funds.
NWOSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWOSX tax-loss harvesting finds highly correlated but non-identical funds.