CGPAX Mutual Fund
CGPAX Mutual Fund
NAV$32.21
TER0.75%
Holdings9
See how much of CGPAX you already own
CGPAX Mutual Fund
NAV$32.21
American Funds Growth Portfolio Class 529-A
TER0.75%
Holdings9
See how much of CGPAX you already own
CGPAX Mutual Fund Overlap Analysis
CGPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, CGPAX may share significant positions with broad-market funds.
CGPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGPAX tax-loss harvesting finds highly correlated but non-identical funds.