NWBDX Mutual Fund

NAV$12.75

TER0.67%

Holdings11

NWBDX Mutual Fund

NAV$12.75

Nationwide Destination 2070 Fund Institutional Service Class

TER0.67%

Holdings11

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Holdings Overlap Analysis

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

NWBDX Mutual Fund Overlap Analysis

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

NWBDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, NWBDX may share significant positions with broad-market funds.

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