CNWFX Mutual Fund
NAV$104.81
AUM$49M
TER1.01%
Holdings624
CNWFX Mutual Fund
NAV$104.81
New World Fund Class 529-F1
AUM$49M
TER1.01%
Holdings624
See inside every mutual fund you own
$29/moCancel anytime.
CNWFX Mutual Fund Overlap Analysis
CNWFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, CNWFX may share significant positions with broad-market funds.
CNWFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNWFX tax-loss harvesting finds highly correlated but non-identical funds.