NWISX Mutual Fund

NAV$9.01

AUM$125M

TER0.71%

Holdings17

NWISX Mutual Fund

NAV$9.01

Nationwide Destination 2030 Fund Institutional Service Class

AUM$125M

TER0.71%

Holdings17

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Holdings Overlap Analysis

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

NWISX Mutual Fund Overlap Analysis

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

NWISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, NWISX may share significant positions with broad-market funds.

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