RCWFX Mutual Fund
RCWFX Mutual Fund
NAV$15.97
AUM$49M
TER0.54%
Holdings2,211
See how much of RCWFX you already own
RCWFX Mutual Fund
NAV$15.97
Capital World Bond Fund Class R-5
AUM$49M
TER0.54%
Holdings2,211
See how much of RCWFX you already own
RCWFX Mutual Fund Overlap Analysis
RCWFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2211 holdings, RCWFX may share significant positions with broad-market funds.
RCWFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCWFX tax-loss harvesting finds highly correlated but non-identical funds.