MWIMX Mutual Fund Analysis & Holdings | MarketXLS

MWIMX Mutual Fund

NAV$9.44

AUM$16M

TER0.71%

Holdings497

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MWIMX Mutual Fund

NAV$9.44

Metropolitan West Intermediate Bond Fund Class M

AUM$16M

TER0.71%

Holdings497

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

MWIMX Mutual Fund Overlap Analysis

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

MWIMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 497 holdings, MWIMX may share significant positions with broad-market funds.

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