RNWBX Mutual Fund

NAV$102.11

AUM$49M

TER1.66%

Holdings624

RNWBX Mutual Fund

NAV$102.11

New World Fund Class R2

AUM$49M

TER1.66%

Holdings624

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Holdings Overlap Analysis

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

RNWBX Mutual Fund Overlap Analysis

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

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

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