TWSFX Mutual Fund
TWSFX Mutual Fund
SMALLCAP World Fund 529 Series T
TER1.07%
Holdings857
See how much of TWSFX you already own
TWSFX Mutual Fund Overlap Analysis
TWSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TWSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 857 holdings, TWSFX may share significant positions with broad-market funds.
TWSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TWSFX tax-loss harvesting finds highly correlated but non-identical funds.