FNWFX Mutual Fund
NAV$106.35
AUM$49M
TER0.57%
Holdings624
FNWFX Mutual Fund
NAV$106.35
New World Fund Class F3
AUM$49M
TER0.57%
Holdings624
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FNWFX Mutual Fund Overlap Analysis
FNWFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FNWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, FNWFX may share significant positions with broad-market funds.
FNWFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FNWFX tax-loss harvesting finds highly correlated but non-identical funds.