TWEMX Mutual Fund

NAV$14.41

AUM$15M

TER1.27%

Holdings196

TWEMX Mutual Fund

NAV$14.41

TCW White Oak Emerging Markets Equity Fund Class N

AUM$15M

TER1.27%

Holdings196

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Holdings Overlap Analysis

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

TWEMX Mutual Fund Overlap Analysis

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

TWEMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, TWEMX may share significant positions with broad-market funds.

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