STWTX Mutual Fund Analysis & Holdings | MarketXLS

STWTX Mutual Fund

NAV$9.89

AUM$346M

TER0.49%

Holdings177

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STWTX Mutual Fund

NAV$9.89

Hartford Schroders Tax-Aware Bond Fund Class I

AUM$346M

TER0.49%

Holdings177

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

STWTX Mutual Fund Overlap Analysis

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

STWTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, STWTX may share significant positions with broad-market funds.

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