NWXRX Mutual Fund Analysis & Holdings | MarketXLS

NWXRX Mutual Fund

NAV$16.39

AUM$11M

TER0.51%

Holdings1,943

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NWXRX Mutual Fund

NAV$16.39

Nationwide Small Cap Index Fund Institutional Service Class

AUM$11M

TER0.51%

Holdings1,943

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

NWXRX Mutual Fund Overlap Analysis

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

NWXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1943 holdings, NWXRX may share significant positions with broad-market funds.

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