NWJSX Mutual Fund
NAV$9.93
AUM$23M
TER0.78%
Holdings490
NWJSX Mutual Fund
NAV$9.93
Nationwide Loomis Short-Term Bond Fund Class A
AUM$23M
TER0.78%
Holdings490
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NWJSX Mutual Fund Overlap Analysis
NWJSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWJSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, NWJSX may share significant positions with broad-market funds.
NWJSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWJSX tax-loss harvesting finds highly correlated but non-identical funds.