NWGPX Mutual Fund
NAV$21.83
AUM$13M
TER1.11%
Holdings37
NWGPX Mutual Fund
NAV$21.83
Nationwide Renaissance Small Cap Growth Fund Class A
AUM$13M
TER1.11%
Holdings37

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NWGPX Mutual Fund Overlap Analysis
NWGPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, NWGPX may share significant positions with broad-market funds.
NWGPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWGPX tax-loss harvesting finds highly correlated but non-identical funds.