CGTFX Mutual Fund
NAV$11.92
AUM$49M
TER0.74%
Holdings1,542
CGTFX Mutual Fund
NAV$11.92
American US Government Securities Fund
AUM$49M
TER0.74%
Holdings1,542
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CGTFX Mutual Fund Overlap Analysis
CGTFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1542 holdings, CGTFX may share significant positions with broad-market funds.
CGTFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGTFX tax-loss harvesting finds highly correlated but non-identical funds.