RNWHX Mutual Fund
NAV$99.47
AUM$49M
TER0.72%
Holdings624
RNWHX Mutual Fund
NAV$99.47
New World Fund Class R5E
AUM$49M
TER0.72%
Holdings624
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RNWHX Mutual Fund Overlap Analysis
RNWHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RNWHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, RNWHX may share significant positions with broad-market funds.
RNWHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RNWHX tax-loss harvesting finds highly correlated but non-identical funds.