FNEFX Mutual Fund

NAV$87.59

AUM$49M

TER0.40%

Holdings205

FNEFX Mutual Fund

NAV$87.59

American Funds The New Economy Fund Class F3

AUM$49M

TER0.40%

Holdings205

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Holdings Overlap Analysis

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

FNEFX Mutual Fund Overlap Analysis

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

FNEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 205 holdings, FNEFX may share significant positions with broad-market funds.

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