NWLBX Mutual Fund

NAV$10.10

AUM$60M

TER1.21%

Holdings16

NWLBX Mutual Fund

NAV$10.10

Nationwide Destination 2035 Fund Class R

AUM$60M

TER1.21%

Holdings16

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

NWLBX Mutual Fund Overlap Analysis

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

NWLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, NWLBX may share significant positions with broad-market funds.

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