MWLNX Mutual Fund
MWLNX Mutual Fund
NAV$10.83
AUM$11,183.42
TER0.71%
Holdings529
MWLNX Mutual Fund
NAV$10.83
TCW MetWest Low Duration Bond Fund Administrative Class
AUM$11,183.42
TER0.71%
Holdings529
MWLNX Mutual Fund Overlap Analysis
MWLNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MWLNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 529 holdings, MWLNX may share significant positions with broad-market funds.
MWLNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MWLNX tax-loss harvesting finds highly correlated but non-identical funds.