TWSMX Mutual Fund

NAV$7.26

AUM$253M

TER0.83%

Holdings1,149

TWSMX Mutual Fund

NAV$7.26

American Century Strategic Allocation Moderate Fund Investor Class

AUM$253M

TER0.83%

Holdings1,149

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Holdings Overlap Analysis

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

TWSMX Mutual Fund Overlap Analysis

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

TWSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1149 holdings, TWSMX may share significant positions with broad-market funds.

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