NEWCX Mutual Fund

NAV$100.64

AUM$49M

TER1.72%

Holdings624

NEWCX Mutual Fund

NAV$100.64

New World Fund Class C

AUM$49M

TER1.72%

Holdings624

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare NEWCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NEWCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NEWCX Mutual Fund Overlap Analysis

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

NEWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, NEWCX may share significant positions with broad-market funds.

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