RCWCX Mutual Fund
RCWCX Mutual Fund
NAV$15.92
AUM$49M
TER1.13%
Holdings2,211
See how much of RCWCX you already own
RCWCX Mutual Fund
NAV$15.92
Capital World Bond Fund Class R-3
AUM$49M
TER1.13%
Holdings2,211
See how much of RCWCX you already own
RCWCX Mutual Fund Overlap Analysis
RCWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2211 holdings, RCWCX may share significant positions with broad-market funds.
RCWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCWCX tax-loss harvesting finds highly correlated but non-identical funds.