RNWCX Mutual Fund
NAV$101.94
AUM$49M
TER1.22%
Holdings624
RNWCX Mutual Fund
NAV$101.94
New World Fund Class R3
AUM$49M
TER1.22%
Holdings624
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RNWCX Mutual Fund Overlap Analysis
RNWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RNWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, RNWCX may share significant positions with broad-market funds.
RNWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RNWCX tax-loss harvesting finds highly correlated but non-identical funds.