CCGSX Mutual Fund
CCGSX Mutual Fund
NAV$30.29
AUM$1M
TER1.05%
Holdings39
See how much of CCGSX you already own
CCGSX Mutual Fund
NAV$30.29
Chautauqua Global Growth Fund Investor Class
AUM$1M
TER1.05%
Holdings39
See how much of CCGSX you already own
CCGSX Mutual Fund Overlap Analysis
CCGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, CCGSX may share significant positions with broad-market funds.
CCGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCGSX tax-loss harvesting finds highly correlated but non-identical funds.