STWVX Mutual Fund

NAV$9.92

AUM$77M

TER0.71%

Holdings177

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STWVX Mutual Fund

NAV$9.92

Hartford Schroders Tax-Aware Bond Fund (Class A)

AUM$77M

TER0.71%

Holdings177

See inside every fund you own

$99/yr 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 STWVX 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 STWVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

STWVX Mutual Fund Overlap Analysis

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

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

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