TWVLX Mutual Fund Analysis & Holdings | MarketXLS

TWVLX Mutual Fund

NAV$9.64

AUM$1.2B

TER0.95%

Holdings107

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TWVLX Mutual Fund

NAV$9.64

American Century Value Fund Investor Class

AUM$1.2B

TER0.95%

Holdings107

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

TWVLX Mutual Fund Overlap Analysis

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

TWVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, TWVLX may share significant positions with broad-market funds.

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