NWADX Mutual Fund

NAV$18.46

AUM$129M

TER0.92%

Holdings43

NWADX Mutual Fund

NAV$18.46

Nationwide Loomis All Cap Growth Fund Eagle Class

AUM$129M

TER0.92%

Holdings43

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

NWADX Mutual Fund Overlap Analysis

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

NWADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, NWADX may share significant positions with broad-market funds.

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