RNWEX Mutual Fund

NAV$103.31

AUM$49M

TER0.92%

Holdings624

RNWEX Mutual Fund

NAV$103.31

New World Fund Class R4

AUM$49M

TER0.92%

Holdings624

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Holdings Overlap Analysis

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

RNWEX Mutual Fund Overlap Analysis

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

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

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