VTWNX Mutual Fund
VTWNX Mutual Fund
NAV$28.55
AUM$33.4B
TER0.08%
Holdings8
See how much of VTWNX you already own
VTWNX Mutual Fund
NAV$28.55
Vanguard Target Retirement 2020 Fund Investor Class
AUM$33.4B
TER0.08%
Holdings8
See how much of VTWNX you already own
VTWNX Mutual Fund Overlap Analysis
VTWNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VTWNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, VTWNX may share significant positions with broad-market funds.
VTWNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VTWNX tax-loss harvesting finds highly correlated but non-identical funds.