MWTNX Mutual Fund

NAV$8.97

AUM$353M

TER0.78%

Holdings1,546

MWTNX Mutual Fund

NAV$8.97

TCW MetWest Total Return Bond Fund Admin Class

AUM$353M

TER0.78%

Holdings1,546

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Holdings Overlap Analysis

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

MWTNX Mutual Fund Overlap Analysis

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

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

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