CFGVX Mutual Fund Analysis & Holdings | MarketXLS

CFGVX Mutual Fund

TER1.33%

Holdings36

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CFGVX Mutual Fund

Cromwell Foresight Global Sustainable Infrastructure Fund Class Investor

TER1.33%

Holdings36

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

CFGVX Mutual Fund Overlap Analysis

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

CFGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, CFGVX may share significant positions with broad-market funds.

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