CGHIX Mutual Fund
CGHIX Mutual Fund
NAV$11.70
TER2.18%
Holdings40
See how much of CGHIX you already own
CGHIX Mutual Fund
NAV$11.70
Timber Point Global Allocations Fund Institutional Class
TER2.18%
Holdings40
See how much of CGHIX you already own
CGHIX Mutual Fund Overlap Analysis
CGHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CGHIX may share significant positions with broad-market funds.
CGHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGHIX tax-loss harvesting finds highly correlated but non-identical funds.