RGWFX Mutual Fund

NAV$32.87

TER0.43%

Holdings9

RGWFX Mutual Fund

NAV$32.87

American Funds Growth Portfolio Class R-5

TER0.43%

Holdings9

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

RGWFX Mutual Fund Overlap Analysis

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

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

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