SPWYX Mutual Fund Analysis & Holdings | MarketXLS

SPWYX Mutual Fund

NAV$17.68

AUM$67M

TER1.05%

Holdings107

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SPWYX Mutual Fund

NAV$17.68

American Beacon Stephens Small Cap growth Fund Y Class

AUM$67M

TER1.05%

Holdings107

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

SPWYX Mutual Fund Overlap Analysis

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

SPWYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, SPWYX may share significant positions with broad-market funds.

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