MWTNX Mutual Fund

NAV$8.97

AUM$353M

TER0.80%

Holdings1,630

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Just $25 once·$69/mo·Download sample

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MWTNX Mutual Fund

NAV$8.97

TCW MetWest Total Return Bond Fund Admin Class

AUM$353M

TER0.80%

Holdings1,630

See how much of MWTNX you already own

Just $25 once·$69/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 MWTNX 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 MWTNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MWTNX Mutual Fund Overlap Analysis

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

MWTNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1630 holdings, MWTNX may share significant positions with broad-market funds.

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