TMWMX Mutual Fund Analysis & Holdings | MarketXLS

TMWMX Mutual Fund

TER0.61%

Holdings200

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TMWMX Mutual Fund

Washington Mutual Investors Fund Class 529-T

TER0.61%

Holdings200

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

TMWMX Mutual Fund Overlap Analysis

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

TMWMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, TMWMX may share significant positions with broad-market funds.

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