CNWAX Mutual Fund

NAV$105.60

AUM$49M

TER0.98%

Holdings624

CNWAX Mutual Fund

NAV$105.60

New World Fund Class 529-A

AUM$49M

TER0.98%

Holdings624

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Holdings Overlap Analysis

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

CNWAX Mutual Fund Overlap Analysis

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

CNWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, CNWAX may share significant positions with broad-market funds.

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