TWSAX Mutual Fund

NAV$9.41

AUM$246M

TER0.79%

Holdings1,066

See how much of TWSAX you already own

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TWSAX Mutual Fund

NAV$9.41

American Century Strategic Allocation Aggressive Fund Investor Class

AUM$246M

TER0.79%

Holdings1,066

See how much of TWSAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TWSAX Mutual Fund Overlap Analysis

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

TWSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1066 holdings, TWSAX may share significant positions with broad-market funds.

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