RNWFX Mutual Fund
NAV$104.60
AUM$49M
TER0.62%
Holdings624
RNWFX Mutual Fund
NAV$104.60
New World Fund Class R5
AUM$49M
TER0.62%
Holdings624
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RNWFX Mutual Fund Overlap Analysis
RNWFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RNWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, RNWFX may share significant positions with broad-market funds.
RNWFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RNWFX tax-loss harvesting finds highly correlated but non-identical funds.