TEWCX Mutual Fund
TEWCX Mutual Fund
NAV$21.36
AUM$87M
TER0.55%
Holdings300
See how much of TEWCX you already own
TEWCX Mutual Fund
NAV$21.36
Nuveen Social Choice Low Carbon Equity Fund Retirement Class
AUM$87M
TER0.55%
Holdings300
See how much of TEWCX you already own
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.