NWJGX Mutual Fund

NAV$9.12

AUM$12M

TER0.66%

Holdings762

NWJGX Mutual Fund

NAV$9.12

Nationwide Loomis Core Bond Fund Class A

AUM$12M

TER0.66%

Holdings762

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Holdings Overlap Analysis

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

NWJGX Mutual Fund Overlap Analysis

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

NWJGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 762 holdings, NWJGX may share significant positions with broad-market funds.

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