TWNFX Mutual Fund
TWNFX Mutual Fund
New World Fund 529 Series T
TER1.01%
Holdings624
See how much of TWNFX you already own
TWNFX Mutual Fund Overlap Analysis
TWNFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TWNFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, TWNFX may share significant positions with broad-market funds.
TWNFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TWNFX tax-loss harvesting finds highly correlated but non-identical funds.