CNWAX Mutual Fund
CNWAX Mutual Fund
NAV$105.26
AUM$49M
TER0.98%
Holdings624
See how much of CNWAX you already own
CNWAX Mutual Fund
NAV$105.26
New World Fund Class 529-A
AUM$49M
TER0.98%
Holdings624
See how much of CNWAX you already own
CNWAX Mutual Fund Overlap Analysis
CNWAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, CNWAX may share significant positions with broad-market funds.
CNWAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNWAX tax-loss harvesting finds highly correlated but non-identical funds.