TWSGX Mutual Fund
TWSGX Mutual Fund
NAV$9.15
AUM$68M
TER0.65%
Holdings176
See how much of TWSGX you already own
TWSGX Mutual Fund
NAV$9.15
TransWestern Institutional Short Duration Government Bond Fund
AUM$68M
TER0.65%
Holdings176
See how much of TWSGX you already own
TWSGX Mutual Fund Overlap Analysis
TWSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TWSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 176 holdings, TWSGX may share significant positions with broad-market funds.
TWSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TWSGX tax-loss harvesting finds highly correlated but non-identical funds.