RCWFX Mutual Fund

NAV$15.88

AUM$49M

TER0.54%

Holdings2,211

RCWFX Mutual Fund

NAV$15.88

Capital World Bond Fund Class R-5

AUM$49M

TER0.54%

Holdings2,211

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Holdings Overlap Analysis

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

RCWFX Mutual Fund Overlap Analysis

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

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

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