CNGEX Mutual Fund

NAV$79.66

AUM$49M

TER1.00%

Holdings205

CNGEX Mutual Fund

NAV$79.66

American Funds The New Economy Fund other Class

AUM$49M

TER1.00%

Holdings205

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare CNGEX 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 CNGEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CNGEX Mutual Fund Overlap Analysis

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

CNGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 205 holdings, CNGEX may share significant positions with broad-market funds.

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