CWMCX Mutual Fund

NAV$67.13

AUM$49M

TER1.36%

Holdings200

CWMCX Mutual Fund

NAV$67.13

Washington Mutual Investors Fund Class 529-C Shares

AUM$49M

TER1.36%

Holdings200

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Holdings Overlap Analysis

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

CWMCX Mutual Fund Overlap Analysis

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

CWMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, CWMCX may share significant positions with broad-market funds.

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