CGFEX Mutual Fund

NAV$82.85

AUM$49M

TER0.87%

Holdings321

CGFEX Mutual Fund

NAV$82.85

The Growth Fund of America Class 529-E

AUM$49M

TER0.87%

Holdings321

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Holdings Overlap Analysis

Compare CGFEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CGFEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CGFEX Mutual Fund Overlap Analysis

CGFEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CGFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, CGFEX may share significant positions with broad-market funds.

CGFEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGFEX tax-loss harvesting finds highly correlated but non-identical funds.