NWXRX Mutual Fund
NWXRX Mutual Fund
NAV$15.94
AUM$11M
TER0.51%
Holdings1,943
See how much of NWXRX you already own
NWXRX Mutual Fund
NAV$15.94
Nationwide Small Cap Index Fund Institutional Service Class
AUM$11M
TER0.51%
Holdings1,943
See how much of NWXRX you already own
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.