TCWIX Mutual Fund
TCWIX Mutual Fund
NAV$10.46
AUM$2.3B
TER0.39%
Holdings24
See how much of TCWIX you already own
TCWIX Mutual Fund
NAV$10.46
Nuveen Lifecycle 2020 Fund Class R6
AUM$2.3B
TER0.39%
Holdings24
See how much of TCWIX you already own
TCWIX Mutual Fund Overlap Analysis
TCWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TCWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, TCWIX may share significant positions with broad-market funds.
TCWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TCWIX tax-loss harvesting finds highly correlated but non-identical funds.