RGWGX Mutual Fund
NAV$32.77
TER0.38%
Holdings9
RGWGX Mutual Fund
NAV$32.77
American Funds Growth Portfolio Class R-6
TER0.38%
Holdings9
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RGWGX Mutual Fund Overlap Analysis
RGWGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGWGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, RGWGX may share significant positions with broad-market funds.
RGWGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGWGX tax-loss harvesting finds highly correlated but non-identical funds.