RGOFX Mutual Fund

NAV$14.89

AUM$5M

TER0.46%

Holdings9

RGOFX Mutual Fund

NAV$14.89

American Funds Conservative Growth and Income Portfolio - Class R-5E

AUM$5M

TER0.46%

Holdings9

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

RGOFX Mutual Fund Overlap Analysis

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

RGOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, RGOFX may share significant positions with broad-market funds.

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