CGLGX Mutual Fund
CGLGX Mutual Fund
NAV$23.40
TER0.36%
Holdings14
See how much of CGLGX you already own
CGLGX Mutual Fund
NAV$23.40
American Funds Growth and Income Portfolio Class F2
TER0.36%
Holdings14
See how much of CGLGX you already own
CGLGX Mutual Fund Overlap Analysis
CGLGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGLGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, CGLGX may share significant positions with broad-market funds.
CGLGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGLGX tax-loss harvesting finds highly correlated but non-identical funds.