CNWEX Mutual Fund
CNWEX Mutual Fund
NAV$106.34
AUM$49M
TER1.20%
Holdings624
See how much of CNWEX you already own
CNWEX Mutual Fund
NAV$106.34
New World Fund Class 529-E
AUM$49M
TER1.20%
Holdings624
See how much of CNWEX you already own
CNWEX Mutual Fund Overlap Analysis
CNWEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CNWEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, CNWEX may share significant positions with broad-market funds.
CNWEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CNWEX tax-loss harvesting finds highly correlated but non-identical funds.