CWIAX Mutual Fund Analysis & Holdings | MarketXLS

CWIAX Mutual Fund

NAV$82.79

AUM$49M

TER0.75%

Holdings333

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CWIAX Mutual Fund

NAV$82.79

Capital World Growth and Income Fund Class 529-A

AUM$49M

TER0.75%

Holdings333

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CWIAX Mutual Fund Overlap Analysis

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

CWIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, CWIAX may share significant positions with broad-market funds.

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