CGRCX Mutual Fund

CGRCX Mutual Fund

NAV$31.38
See how much of CGRCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Holdings Overlap Analysis

Compare CGRCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CGRCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CGRCX Mutual Fund Overlap Analysis

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

CGRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, CGRCX may share significant positions with broad-market funds.

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