TNWFX Mutual Fund
TNWFX Mutual Fund
New World Fund Class T
TER0.96%
Holdings624
See how much of TNWFX you already own
TNWFX Mutual Fund Overlap Analysis
TNWFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TNWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 624 holdings, TNWFX may share significant positions with broad-market funds.
TNWFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TNWFX tax-loss harvesting finds highly correlated but non-identical funds.