NWAMX Mutual Fund

NAV$42.21

AUM$316M

TER0.70%

Holdings82

NWAMX Mutual Fund

NAV$42.21

Nationwide BNY Mellon Dynamic US Equity Income Fund Class K

AUM$316M

TER0.70%

Holdings82

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Holdings Overlap Analysis

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

NWAMX Mutual Fund Overlap Analysis

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

NWAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, NWAMX may share significant positions with broad-market funds.

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