CDGRX Mutual Fund

NAV$13.26

AUM$10M

TER1.20%

Holdings68

CDGRX Mutual Fund

NAV$13.26

Copeland Dividend Growth Fund Class A

AUM$10M

TER1.20%

Holdings68

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Holdings Overlap Analysis

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

CDGRX Mutual Fund Overlap Analysis

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

CDGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, CDGRX may share significant positions with broad-market funds.

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