PWTAX Mutual Fund

NAV$55.24

AUM$190M

TER1.03%

Holdings938

PWTAX Mutual Fund

NAV$55.24

UBS US Allocation Fund Class A

AUM$190M

TER1.03%

Holdings938

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Holdings Overlap Analysis

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

PWTAX Mutual Fund Overlap Analysis

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

PWTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 938 holdings, PWTAX may share significant positions with broad-market funds.

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