AWTAX Mutual Fund

NAV$19.13

AUM$185M

TER1.22%

Holdings36

See how much of AWTAX you already own

Just $25 once·$69/mo·Download sample

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AWTAX Mutual Fund

NAV$19.13

Virtus Duff & Phelps Water Fund Class A

AUM$185M

TER1.22%

Holdings36

See how much of AWTAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

AWTAX Mutual Fund Overlap Analysis

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

AWTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, AWTAX may share significant positions with broad-market funds.

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