DWGFX Mutual Fund Analysis & Holdings | MarketXLS

DWGFX Mutual Fund

NAV$16.08

AUM$69M

TER1.17%

Holdings141

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DWGFX Mutual Fund

NAV$16.08

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

AUM$69M

TER1.17%

Holdings141

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

DWGFX Mutual Fund Overlap Analysis

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

DWGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 141 holdings, DWGFX may share significant positions with broad-market funds.

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