FTWCX Mutual Fund
FTWCX Mutual Fund
NAV$48.60
AUM$523,389.56
TER1.82%
Holdings56
See how much of FTWCX you already own
FTWCX Mutual Fund
NAV$48.60
FullerThaler Behavioral Small-Mid Core Equity Fund Class C
AUM$523,389.56
TER1.82%
Holdings56
See how much of FTWCX you already own
FTWCX Mutual Fund Overlap Analysis
FTWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, FTWCX may share significant positions with broad-market funds.
FTWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTWCX tax-loss harvesting finds highly correlated but non-identical funds.