NWSAX Mutual Fund Analysis & Holdings | MarketXLS

NWSAX Mutual Fund

NAV$8.40

TER1.33%

Holdings43

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NWSAX Mutual Fund

NAV$8.40

Nationwide Small Company Growth Fund Class A

TER1.33%

Holdings43

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

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.