GWPCX Mutual Fund
NAV$30.76
TER0.90%
Holdings9
GWPCX Mutual Fund
NAV$30.76
American Funds Growth Portfolio Class C
TER0.90%
Holdings9
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GWPCX Mutual Fund Overlap Analysis
GWPCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GWPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, GWPCX may share significant positions with broad-market funds.
GWPCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GWPCX tax-loss harvesting finds highly correlated but non-identical funds.