NWWRX Mutual Fund
NWWRX Mutual Fund
NAV$14.06
AUM$7M
TER0.96%
Holdings12
See how much of NWWRX you already own
NWWRX Mutual Fund
NAV$14.06
Nationwide Destination 2060 Fund Class A
AUM$7M
TER0.96%
Holdings12
See how much of NWWRX you already own
NWWRX Mutual Fund Overlap Analysis
NWWRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, NWWRX may share significant positions with broad-market funds.
NWWRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWWRX tax-loss harvesting finds highly correlated but non-identical funds.