NADMX Mutual Fund
NAV$10.21
AUM$125M
TER0.83%
Holdings21
NADMX Mutual Fund
NAV$10.21
Nationwide Investor Destinations Moderate Fund Class A
AUM$125M
TER0.83%
Holdings21
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NADMX Mutual Fund Overlap Analysis
NADMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NADMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, NADMX may share significant positions with broad-market funds.
NADMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NADMX tax-loss harvesting finds highly correlated but non-identical funds.