CWMEX Mutual Fund

NAV$68.28

AUM$49M

TER0.83%

Holdings200

CWMEX Mutual Fund

NAV$68.28

Washington Mutual Investors Fund Class 529-E Shares

AUM$49M

TER0.83%

Holdings200

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Holdings Overlap Analysis

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

CWMEX Mutual Fund Overlap Analysis

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

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

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