RGGFX Mutual Fund
NAV$30.01
AUM$9M
TER0.50%
Holdings8
RGGFX Mutual Fund
NAV$30.01
American Funds Global Growth Portfolio Class R-5
AUM$9M
TER0.50%
Holdings8
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RGGFX Mutual Fund Overlap Analysis
RGGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, RGGFX may share significant positions with broad-market funds.
RGGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGGFX tax-loss harvesting finds highly correlated but non-identical funds.