RWIEX Mutual Fund
RWIEX Mutual Fund
NAV$82.80
AUM$49M
TER0.76%
Holdings333
See how much of RWIEX you already own
RWIEX Mutual Fund
NAV$82.80
Capital World Growth and Income Fund Class R-4
AUM$49M
TER0.76%
Holdings333
See how much of RWIEX you already own
RWIEX Mutual Fund Overlap Analysis
RWIEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RWIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, RWIEX may share significant positions with broad-market funds.
RWIEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RWIEX tax-loss harvesting finds highly correlated but non-identical funds.