TWCWX Mutual Fund
TWCWX Mutual Fund
TER0.96%
Holdings2,211
TWCWX Mutual Fund
Capital World Bond Fund Class T
TER0.96%
Holdings2,211
TWCWX Mutual Fund Overlap Analysis
TWCWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TWCWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2211 holdings, TWCWX may share significant positions with broad-market funds.
TWCWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TWCWX tax-loss harvesting finds highly correlated but non-identical funds.