CGVFX Mutual Fund

NAV$30.85

TER0.87%

Holdings191

CGVFX Mutual Fund

NAV$30.85

American Funds Global Insight Fund Series 529-F1

TER0.87%

Holdings191

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

CGVFX Mutual Fund Overlap Analysis

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

CGVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 191 holdings, CGVFX may share significant positions with broad-market funds.

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