TWDAX Mutual Fund
TWDAX Mutual Fund
NAV$19.21
AUM$130M
TER0.80%
Holdings50
See how much of TWDAX you already own
TWDAX Mutual Fund
NAV$19.21
Templeton World Fund Advisor Class
AUM$130M
TER0.80%
Holdings50
See how much of TWDAX you already own
TWDAX Mutual Fund Overlap Analysis
TWDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TWDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, TWDAX may share significant positions with broad-market funds.
TWDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TWDAX tax-loss harvesting finds highly correlated but non-identical funds.