CGFIX Mutual Fund

NAV$8.39

AUM$4M

TER0.79%

Holdings54

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CGFIX Mutual Fund

NAV$8.39

abrdn Infrastructure Debt Fund Institutional Service Class

AUM$4M

TER0.79%

Holdings54

See inside every fund you own

$99/yr 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 CGFIX 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 CGFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CGFIX Mutual Fund Overlap Analysis

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

CGFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, CGFIX may share significant positions with broad-market funds.

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