TWUIX Mutual Fund Analysis & Holdings | MarketXLS

TWUIX Mutual Fund

NAV$108.25

AUM$921M

TER0.67%

Holdings69

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TWUIX Mutual Fund

NAV$108.25

American Century Ultra Fund I Class

AUM$921M

TER0.67%

Holdings69

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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 69 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.