SZIWX Mutual Fund

NAV$9.24

AUM$51,844.32

TER0.55%

Holdings344

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SZIWX Mutual Fund

NAV$9.24

DWS Total Return Bond Fund Class R6

AUM$51,844.32

TER0.55%

Holdings344

See how much of SZIWX you already own

Just $25 once·$69/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 SZIWX 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 SZIWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SZIWX Mutual Fund Overlap Analysis

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

SZIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 344 holdings, SZIWX may share significant positions with broad-market funds.

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