NWWJX Mutual Fund

NAV$10.07

TER0.59%

Holdings21

See how much of NWWJX you already own

Just $25 once·$99/mo·Download sample

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NWWJX Mutual Fund

NAV$10.07

Nationwide Investor Destinations Moderate Fund Institutional Service Class

TER0.59%

Holdings21

See how much of NWWJX 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 NWWJX 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 NWWJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NWWJX Mutual Fund Overlap Analysis

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

NWWJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, NWWJX may share significant positions with broad-market funds.

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