RCWHX Mutual Fund
RCWHX Mutual Fund
NAV$15.87
AUM$49M
TER0.64%
Holdings2,742
See how much of RCWHX you already own
RCWHX Mutual Fund
NAV$15.87
Capital World Bond Fund Class R-5E
AUM$49M
TER0.64%
Holdings2,742
See how much of RCWHX you already own
RCWHX Mutual Fund Overlap Analysis
RCWHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RCWHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2742 holdings, RCWHX may share significant positions with broad-market funds.
RCWHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RCWHX tax-loss harvesting finds highly correlated but non-identical funds.