CDWCX Mutual Fund

NAV$16.11

AUM$5M

TER2.01%

Holdings149

See how much of CDWCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

CDWCX Mutual Fund

NAV$16.11

American Funds Developing World Growth and Income Fund Class 529-C

AUM$5M

TER2.01%

Holdings149

See how much of CDWCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CDWCX Mutual Fund Overlap Analysis

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

CDWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 149 holdings, CDWCX may share significant positions with broad-market funds.

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