ANWFX Mutual Fund

NAV$73.12

AUM$49M

TER0.51%

Holdings283

ANWFX Mutual Fund

NAV$73.12

New Perspective Fund Class F-2

AUM$49M

TER0.51%

Holdings283

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Holdings Overlap Analysis

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

ANWFX Mutual Fund Overlap Analysis

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

ANWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, ANWFX may share significant positions with broad-market funds.

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