NWSAX Mutual Fund
NWSAX Mutual Fund
NAV$8.40
TER1.33%
Holdings43
See how much of NWSAX you already own
NWSAX Mutual Fund
NAV$8.40
Nationwide Small Company Growth Fund Class A
TER1.33%
Holdings43
See how much of NWSAX you already own
NWSAX Mutual Fund Overlap Analysis
NWSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, NWSAX may share significant positions with broad-market funds.
NWSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWSAX tax-loss harvesting finds highly correlated but non-identical funds.