NWWLX Mutual Fund
NAV$10.30
TER0.59%
Holdings21
NWWLX Mutual Fund
NAV$10.30
Nationwide Investor Destinations Conservative Fund Institutional Service Class
TER0.59%
Holdings21
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NWWLX Mutual Fund Overlap Analysis
NWWLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NWWLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, NWWLX may share significant positions with broad-market funds.
NWWLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWWLX tax-loss harvesting finds highly correlated but non-identical funds.