RWIFX Mutual Fund
RWIFX Mutual Fund
NAV$82.72
AUM$49M
TER0.46%
Holdings333
See how much of RWIFX you already own
RWIFX Mutual Fund
NAV$82.72
Capital World Growth and Income Fund Class R-5
AUM$49M
TER0.46%
Holdings333
See how much of RWIFX you already own
RWIFX Mutual Fund Overlap Analysis
RWIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RWIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, RWIFX may share significant positions with broad-market funds.
RWIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RWIFX tax-loss harvesting finds highly correlated but non-identical funds.