CDWFX Mutual Fund

NAV$16.21

TER1.21%

Holdings141

CDWFX Mutual Fund

NAV$16.21

American Funds Developing World Growth and Income Fund Class 529-F-1

TER1.21%

Holdings141

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Holdings Overlap Analysis

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

CDWFX Mutual Fund Overlap Analysis

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

CDWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 141 holdings, CDWFX may share significant positions with broad-market funds.

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