BWDTX Mutual Fund Analysis & Holdings | MarketXLS

BWDTX Mutual Fund

NAV$9.92

AUM$486M

TER0.41%

Holdings163

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BWDTX Mutual Fund

NAV$9.92

Boyd Watterson Limited Duration Enhanced Income Fund Class I2

AUM$486M

TER0.41%

Holdings163

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

BWDTX Mutual Fund Overlap Analysis

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

BWDTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 163 holdings, BWDTX may share significant positions with broad-market funds.

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