NWEBX Mutual Fund

NAV$7.80

TER1.21%

Holdings16

NWEBX Mutual Fund

NAV$7.80

Nationwide Destination Retirement Fund Class R

TER1.21%

Holdings16

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Holdings Overlap Analysis

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

NWEBX Mutual Fund Overlap Analysis

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

NWEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, NWEBX may share significant positions with broad-market funds.

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