DWAFX Mutual Fund

NAV$12.71

AUM$22M

TER2.37%

Holdings130

DWAFX Mutual Fund

NAV$12.71

Arrow DWA Tactical: Balanced Fund Class A

AUM$22M

TER2.37%

Holdings130

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Holdings Overlap Analysis

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

DWAFX Mutual Fund Overlap Analysis

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

DWAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 130 holdings, DWAFX may share significant positions with broad-market funds.

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