NTDTX Mutual Fund

NAV$15.93

AUM$18M

TER1.21%

Holdings13

NTDTX Mutual Fund

NAV$15.93

Nationwide Destination 2055 Fund Class R

AUM$18M

TER1.21%

Holdings13

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare NTDTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NTDTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NTDTX Mutual Fund Overlap Analysis

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

NTDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, NTDTX may share significant positions with broad-market funds.

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