CGVVX Mutual Fund
CGVVX Mutual Fund
NAV$15.99
AUM$14M
TER1.10%
Holdings57
See how much of CGVVX you already own
CGVVX Mutual Fund
NAV$15.99
Causeway Global Value Fund Investor Class
AUM$14M
TER1.10%
Holdings57
See how much of CGVVX you already own
CGVVX Mutual Fund Overlap Analysis
CGVVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CGVVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, CGVVX may share significant positions with broad-market funds.
CGVVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CGVVX tax-loss harvesting finds highly correlated but non-identical funds.