TEWCX Mutual Fund Analysis & Holdings | MarketXLS

TEWCX Mutual Fund

NAV$21.36

AUM$87M

TER0.55%

Holdings300

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TEWCX Mutual Fund

NAV$21.36

Nuveen Social Choice Low Carbon Equity Fund Retirement Class

AUM$87M

TER0.55%

Holdings300

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

TEWCX Mutual Fund Overlap Analysis

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

TEWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 300 holdings, TEWCX may share significant positions with broad-market funds.

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