RGGEX Mutual Fund
NAV$28.87
TER0.79%
Holdings8
RGGEX Mutual Fund
NAV$28.87
American Funds Global Growth Portfolio Class R-4
TER0.79%
Holdings8
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RGGEX Mutual Fund Overlap Analysis
RGGEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, RGGEX may share significant positions with broad-market funds.
RGGEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGGEX tax-loss harvesting finds highly correlated but non-identical funds.