RCWAX Mutual Fund
RCWAX Mutual Fund
NAV$15.38
AUM$49M
TER1.58%
Holdings2,742
See how much of RCWAX you already own
RCWAX Mutual Fund
NAV$15.38
Capital World Bond Fund Class R-1
AUM$49M
TER1.58%
Holdings2,742
See how much of RCWAX you already own
RCWAX Mutual Fund Overlap Analysis
RCWAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2742 holdings, RCWAX may share significant positions with broad-market funds.
RCWAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCWAX tax-loss harvesting finds highly correlated but non-identical funds.