TWCBX Mutual Fund

TER1.01%

Holdings2,211

TWCBX Mutual Fund

Capital World Bond Fund 529 Series T

TER1.01%

Holdings2,211

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Holdings Overlap Analysis

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

TWCBX Mutual Fund Overlap Analysis

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

TWCBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2211 holdings, TWCBX may share significant positions with broad-market funds.

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