NWMAX Mutual Fund

NAV$10.52

AUM$38M

TER0.96%

Holdings16

NWMAX Mutual Fund

NAV$10.52

Nationwide Destination 2040 Fund Class A

AUM$38M

TER0.96%

Holdings16

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Holdings Overlap Analysis

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

NWMAX Mutual Fund Overlap Analysis

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

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

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