CGRNX Mutual Fund
CGRNX Mutual Fund
NAV$34.42
AUM$38M
TER1.18%
Holdings33
CGRNX Mutual Fund
NAV$34.42
Invesco Comstock Select Fund Class R
AUM$38M
TER1.18%
Holdings33
CGRNX Mutual Fund Overlap Analysis
CGRNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGRNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, CGRNX may share significant positions with broad-market funds.
CGRNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGRNX tax-loss harvesting finds highly correlated but non-identical funds.