CCGIX Mutual Fund Analysis & Holdings | MarketXLS

CCGIX Mutual Fund

NAV$30.58

AUM$434M

TER0.80%

Holdings40

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CCGIX Mutual Fund

NAV$30.58

Chautauqua Global Growth Fund Institutional Class

AUM$434M

TER0.80%

Holdings40

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CCGIX Mutual Fund Overlap Analysis

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

CCGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CCGIX may share significant positions with broad-market funds.

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