RGQFX Mutual Fund

NAV$23.35

TER0.48%

Holdings14

RGQFX Mutual Fund

NAV$23.35

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

TER0.48%

Holdings14

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

RGQFX Mutual Fund Overlap Analysis

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

RGQFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, RGQFX may share significant positions with broad-market funds.

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