ANWPX Mutual Fund

NAV$71.88

AUM$49M

TER0.71%

Holdings283

ANWPX Mutual Fund

NAV$71.88

New Perspective Fund Class A

AUM$49M

TER0.71%

Holdings283

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare ANWPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ANWPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ANWPX Mutual Fund Overlap Analysis

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

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

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