ANWFX Mutual Fund
ANWFX Mutual Fund
NAV$75.31
AUM$49M
TER0.51%
Holdings283
See how much of ANWFX you already own
ANWFX Mutual Fund
NAV$75.31
New Perspective Fund Class F-2
AUM$49M
TER0.51%
Holdings283
See how much of ANWFX you already own
ANWFX Mutual Fund Overlap Analysis
ANWFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ANWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 283 holdings, ANWFX may share significant positions with broad-market funds.
ANWFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ANWFX tax-loss harvesting finds highly correlated but non-identical funds.