ZGFRX Mutual Fund

NAV$17.60

TER0.83%

Holdings31

ZGFRX Mutual Fund

NAV$17.60

American Beacon Ninety One Global Franchise Fund Class R6

TER0.83%

Holdings31

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Holdings Overlap Analysis

Compare ZGFRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ZGFRX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

ZGFRX Mutual Fund Overlap Analysis

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

ZGFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, ZGFRX may share significant positions with broad-market funds.

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