PWTYX Mutual Fund Analysis & Holdings | MarketXLS

PWTYX Mutual Fund

NAV$57.24

AUM$33M

TER0.77%

Holdings938

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PWTYX Mutual Fund

NAV$57.24

UBS US Allocation Fund Class P

AUM$33M

TER0.77%

Holdings938

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

PWTYX Mutual Fund Overlap Analysis

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

PWTYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 938 holdings, PWTYX may share significant positions with broad-market funds.

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