CDWEX Mutual Fund

NAV$16.64

AUM$1M

TER1.39%

Holdings149

See how much of CDWEX you already own

Just $25 once·$99/mo·Download sample

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CDWEX Mutual Fund

NAV$16.64

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

AUM$1M

TER1.39%

Holdings149

See how much of CDWEX 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 CDWEX 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 CDWEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CDWEX Mutual Fund Overlap Analysis

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

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

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