CGGEX Mutual Fund
NAV$28.84
TER1.07%
Holdings8
CGGEX Mutual Fund
NAV$28.84
American Funds Global Growth Portfolio Class 529-E
TER1.07%
Holdings8
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CGGEX Mutual Fund Overlap Analysis
CGGEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, CGGEX may share significant positions with broad-market funds.
CGGEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGGEX tax-loss harvesting finds highly correlated but non-identical funds.