RWMAX Mutual Fund
NAV$67.22
AUM$49M
TER0.91%
Holdings200
RWMAX Mutual Fund
NAV$67.22
Washington Mutual Investors Fund Class R-1 Shares
AUM$49M
TER0.91%
Holdings200
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RWMAX Mutual Fund Overlap Analysis
RWMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RWMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, RWMAX may share significant positions with broad-market funds.
RWMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RWMAX tax-loss harvesting finds highly correlated but non-identical funds.