TRPWX Mutual Fund

NAV$21.24

AUM$641M

TER0.50%

Holdings117

See how much of TRPWX you already own

Just $25 once·$99/mo·Download sample

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TRPWX Mutual Fund

NAV$21.24

Nuveen Quant Mid Cap Growth Fund Class R6

AUM$641M

TER0.50%

Holdings117

See how much of TRPWX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TRPWX Mutual Fund Overlap Analysis

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

TRPWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 117 holdings, TRPWX may share significant positions with broad-market funds.

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