TWUIX Mutual Fund
TWUIX Mutual Fund
NAV$106.86
AUM$921M
TER0.67%
Holdings66
See how much of TWUIX you already own
TWUIX Mutual Fund
NAV$106.86
American Century Ultra Fund I Class
AUM$921M
TER0.67%
Holdings66
See how much of TWUIX you already own
TWUIX Mutual Fund Overlap Analysis
TWUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TWUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, TWUIX may share significant positions with broad-market funds.
TWUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TWUIX tax-loss harvesting finds highly correlated but non-identical funds.