TWEAX Mutual Fund Analysis & Holdings | MarketXLS

TWEAX Mutual Fund

NAV$9.63

AUM$737M

TER1.19%

Holdings136

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TWEAX Mutual Fund

NAV$9.63

American Century Equity Income Fund Class A

AUM$737M

TER1.19%

Holdings136

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

TWEAX Mutual Fund Overlap Analysis

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

TWEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, TWEAX may share significant positions with broad-market funds.

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