MWUSX Mutual Fund

NAV$4.16

AUM$11M

TER0.50%

Holdings241

See how much of MWUSX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

MWUSX Mutual Fund

NAV$4.16

Metropolitan West Ultra Short Bond Fund Class M

AUM$11M

TER0.50%

Holdings241

See how much of MWUSX 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 MWUSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MWUSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MWUSX Mutual Fund Overlap Analysis

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

MWUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 241 holdings, MWUSX may share significant positions with broad-market funds.

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