RCWEX Mutual Fund

NAV$15.81

AUM$49M

TER0.83%

Holdings2,211

RCWEX Mutual Fund

NAV$15.81

Capital World Bond Fund Class R-4

AUM$49M

TER0.83%

Holdings2,211

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Holdings Overlap Analysis

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

RCWEX Mutual Fund Overlap Analysis

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

RCWEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2211 holdings, RCWEX may share significant positions with broad-market funds.

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