RNWFX Mutual Fund
RNWFX Mutual Fund
NAV$107.90
AUM$49M
TER0.62%
Holdings624
See how much of RNWFX you already own
RNWFX Mutual Fund
NAV$107.90
New World Fund Class R5
AUM$49M
TER0.62%
Holdings624
See how much of RNWFX you already own
RNWFX Mutual Fund Overlap Analysis
RNWFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RNWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, RNWFX may share significant positions with broad-market funds.
RNWFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RNWFX tax-loss harvesting finds highly correlated but non-identical funds.