RWMBX Mutual Fund

NAV$66.19

AUM$49M

TER1.06%

Holdings200

RWMBX Mutual Fund

NAV$66.19

Washington Mutual Investors Fund Class R-2 Shares

AUM$49M

TER1.06%

Holdings200

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

RWMBX Mutual Fund Overlap Analysis

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

RWMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, RWMBX may share significant positions with broad-market funds.

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