CWAAX Mutual Fund

NAV$20.08

AUM$508,451.46

TER0.75%

Holdings104

See how much of CWAAX you already own

Just $25 once·$69/mo·Download sample

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CWAAX Mutual Fund

NAV$20.08

First Trust Managed Municipal Fund Class A

AUM$508,451.46

TER0.75%

Holdings104

See how much of CWAAX 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 CWAAX 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 CWAAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CWAAX Mutual Fund Overlap Analysis

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

CWAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, CWAAX may share significant positions with broad-market funds.

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