CFLGX Mutual Fund
CFLGX Mutual Fund
NAV$27.26
AUM$275M
TER1.36%
Holdings79
See how much of CFLGX you already own
CFLGX Mutual Fund
NAV$27.26
ClearBridge Tactical Dividend Income Fund Class A
AUM$275M
TER1.36%
Holdings79
See how much of CFLGX you already own
CFLGX Mutual Fund Overlap Analysis
CFLGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFLGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, CFLGX may share significant positions with broad-market funds.
CFLGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFLGX tax-loss harvesting finds highly correlated but non-identical funds.