TWEBX Mutual Fund
TWEBX Mutual Fund
NAV$23.03
AUM$435M
TER1.45%
Holdings155
See how much of TWEBX you already own
TWEBX Mutual Fund
NAV$23.03
Tweedy Browne Value Fund
AUM$435M
TER1.45%
Holdings155
See how much of TWEBX you already own
TWEBX Mutual Fund Overlap Analysis
TWEBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TWEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, TWEBX may share significant positions with broad-market funds.
TWEBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TWEBX tax-loss harvesting finds highly correlated but non-identical funds.