CGRWX Mutual Fund Analysis & Holdings | MarketXLS

CGRWX Mutual Fund

NAV$36.42

AUM$490M

TER0.92%

Holdings33

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CGRWX Mutual Fund

NAV$36.42

Invesco Comstock Select Fund Class A

AUM$490M

TER0.92%

Holdings33

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

CGRWX Mutual Fund Overlap Analysis

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

CGRWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, CGRWX may share significant positions with broad-market funds.

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