NWFAX Mutual Fund

NAV$31.76

TER0.88%

Holdings57

NWFAX Mutual Fund

NAV$31.76

Nationwide Fund Class A

TER0.88%

Holdings57

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare NWFAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NWFAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NWFAX Mutual Fund Overlap Analysis

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

NWFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, NWFAX may share significant positions with broad-market funds.

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