RWIFX Mutual Fund

NAV$82.74

AUM$49M

TER0.46%

Holdings333

RWIFX Mutual Fund

NAV$82.74

Capital World Growth and Income Fund Class R-5

AUM$49M

TER0.46%

Holdings333

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare RWIFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings RWIFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

RWIFX Mutual Fund Overlap Analysis

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

RWIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, RWIFX may share significant positions with broad-market funds.

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