RWSNX Mutual Fund

NAV$18.48

AUM$724.01

TER1.49%

Holdings66

See how much of RWSNX you already own

Just $25 once·$99/mo·Download sample

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RWSNX Mutual Fund

NAV$18.48

Redwood Systematic Macro Trend (SMarT) Fund Class N

AUM$724.01

TER1.49%

Holdings66

See how much of RWSNX you already own

Just $25 once·$99/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 RWSNX 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 RWSNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RWSNX Mutual Fund Overlap Analysis

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

RWSNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, RWSNX may share significant positions with broad-market funds.

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