NWESX Mutual Fund

NAV$7.93

AUM$26M

TER0.71%

Holdings16

NWESX Mutual Fund

NAV$7.93

Nationwide Destination Retirement Fund Institutional Service Class

AUM$26M

TER0.71%

Holdings16

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Holdings Overlap Analysis

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

NWESX Mutual Fund Overlap Analysis

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

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

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