CDWFX Mutual Fund

NAV$16.21

TER1.21%

Holdings149

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Just $25 once·$69/mo·Download sample

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CDWFX Mutual Fund

NAV$16.21

American Funds Developing World Growth and Income Fund Class 529-F-1

TER1.21%

Holdings149

See how much of CDWFX you already own

Just $25 once·$69/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 CDWFX 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 CDWFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CDWFX Mutual Fund Overlap Analysis

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

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

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