FTWCX Mutual Fund

NAV$47.32

AUM$292,366.85

TER1.82%

Holdings56

FTWCX Mutual Fund

NAV$47.32

FullerThaler Behavioral Small-Mid Core Equity Fund Class C

AUM$292,366.85

TER1.82%

Holdings56

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Holdings Overlap Analysis

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

FTWCX Mutual Fund Overlap Analysis

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

FTWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, FTWCX may share significant positions with broad-market funds.

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