NWAEX Mutual Fund

NAV$20.51

TER0.60%

Holdings511

NWAEX Mutual Fund

NAV$20.51

Nationwide BNY Mellon Dynamic US Core Fund Eagle Class

TER0.60%

Holdings511

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Holdings Overlap Analysis

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

NWAEX Mutual Fund Overlap Analysis

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

NWAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 511 holdings, NWAEX may share significant positions with broad-market funds.

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