MWTIX Mutual Fund

NAV$8.96

AUM$20.9B

TER0.44%

Holdings1,546

MWTIX Mutual Fund

NAV$8.96

TCW MetWest Total Return Bond Fund Class I

AUM$20.9B

TER0.44%

Holdings1,546

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Holdings Overlap Analysis

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

MWTIX Mutual Fund Overlap Analysis

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

MWTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1546 holdings, MWTIX may share significant positions with broad-market funds.

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