DWATX Mutual Fund

NAV$11.42

AUM$707,765.01

TER3.12%

Holdings130

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DWATX Mutual Fund

NAV$11.42

Arrow DWA Tactical: Balanced Fund Class C

AUM$707,765.01

TER3.12%

Holdings130

See how much of DWATX you already own

Just $25 once·$99/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 DWATX 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 DWATX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

DWATX Mutual Fund Overlap Analysis

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

DWATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 130 holdings, DWATX may share significant positions with broad-market funds.

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