RCWEX Mutual Fund
RCWEX Mutual Fund
NAV$15.94
AUM$49M
TER0.83%
Holdings2,211
See how much of RCWEX you already own
RCWEX Mutual Fund
NAV$15.94
Capital World Bond Fund Class R-4
AUM$49M
TER0.83%
Holdings2,211
See how much of RCWEX you already own
RCWEX Mutual Fund Overlap Analysis
RCWEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCWEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2211 holdings, RCWEX may share significant positions with broad-market funds.
RCWEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCWEX tax-loss harvesting finds highly correlated but non-identical funds.