TBWIX Mutual Fund Analysis & Holdings | MarketXLS

TBWIX Mutual Fund

NAV$24.33

AUM$418M

TER0.90%

Holdings50

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TBWIX Mutual Fund

NAV$24.33

Thornburg Better World International Fund Class I

AUM$418M

TER0.90%

Holdings50

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

TBWIX Mutual Fund Overlap Analysis

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

TBWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, TBWIX may share significant positions with broad-market funds.

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