MWHIX Mutual Fund Analysis & Holdings | MarketXLS

MWHIX Mutual Fund

NAV$9.11

AUM$362M

TER0.60%

Holdings326

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MWHIX Mutual Fund

NAV$9.11

TCW MetWest High Yield Bond Fund Class I

AUM$362M

TER0.60%

Holdings326

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

MWHIX Mutual Fund Overlap Analysis

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

MWHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 326 holdings, MWHIX may share significant positions with broad-market funds.

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