DWATX Mutual Fund

NAV$11.13

AUM$692,317.05

TER3.12%

Holdings130

DWATX Mutual Fund

NAV$11.13

Arrow DWA Tactical: Balanced Fund Class C

AUM$692,317.05

TER3.12%

Holdings130

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Holdings Overlap Analysis

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

DWATX Mutual Fund Overlap Analysis

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

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

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