CCWEX Mutual Fund

NAV$15.85

AUM$49M

TER1.13%

Holdings2,211

CCWEX Mutual Fund

NAV$15.85

Capital World Bond Fund Class 529-E

AUM$49M

TER1.13%

Holdings2,211

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Holdings Overlap Analysis

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

CCWEX Mutual Fund Overlap Analysis

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

CCWEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2211 holdings, CCWEX may share significant positions with broad-market funds.

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