RWMFX Mutual Fund

NAV$68.44

AUM$49M

TER0.31%

Holdings200

RWMFX Mutual Fund

NAV$68.44

Washington Mutual Investors Fund Class R-5 Shares

AUM$49M

TER0.31%

Holdings200

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Holdings Overlap Analysis

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

RWMFX Mutual Fund Overlap Analysis

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

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

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