CPGCX Mutual Fund
NAV$27.98
TER1.59%
Holdings8
CPGCX Mutual Fund
NAV$27.98
American Funds Global Growth Portfolio Class 529-C
TER1.59%
Holdings8
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CPGCX Mutual Fund Overlap Analysis
CPGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CPGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, CPGCX may share significant positions with broad-market funds.
CPGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CPGCX tax-loss harvesting finds highly correlated but non-identical funds.