NWJVX Mutual Fund

NAV$9.95

TER0.50%

Holdings490

NWJVX Mutual Fund

NAV$9.95

Nationwide Loomis Short-Term Bond Fund Institutional Service Class

TER0.50%

Holdings490

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

NWJVX Mutual Fund Overlap Analysis

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

NWJVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 490 holdings, NWJVX may share significant positions with broad-market funds.

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