RWMEX Mutual Fund

NAV$68.63

AUM$49M

TER0.60%

Holdings200

RWMEX Mutual Fund

NAV$68.63

Washington Mutual Investors Fund Class R-4 Shares

AUM$49M

TER0.60%

Holdings200

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Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

RWMEX Mutual Fund Overlap Analysis

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

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

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