MWTSX Mutual Fund

NAV$8.40

AUM$9.5B

TER0.37%

Holdings1,546

MWTSX Mutual Fund

NAV$8.40

TCW MetWest Total Return Bond Fund Plan Class

AUM$9.5B

TER0.37%

Holdings1,546

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare MWTSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MWTSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MWTSX Mutual Fund Overlap Analysis

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

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

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