CWMCX Mutual Fund

NAV$68.11

AUM$49M

TER1.36%

Holdings200

See how much of CWMCX you already own

Just $25 once·$69/mo·Download sample

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CWMCX Mutual Fund

NAV$68.11

Washington Mutual Investors Fund Class 529-C Shares

AUM$49M

TER1.36%

Holdings200

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

CWMCX Mutual Fund Overlap Analysis

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

CWMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, CWMCX may share significant positions with broad-market funds.

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