RNWBX Mutual Fund
RNWBX Mutual Fund
NAV$102.95
AUM$49M
TER1.66%
Holdings624
See how much of RNWBX you already own
RNWBX Mutual Fund
NAV$102.95
New World Fund Class R2
AUM$49M
TER1.66%
Holdings624
See how much of RNWBX you already own
RNWBX Mutual Fund Overlap Analysis
RNWBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RNWBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, RNWBX may share significant positions with broad-market funds.
RNWBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RNWBX tax-loss harvesting finds highly correlated but non-identical funds.