CILGX Mutual Fund
CILGX Mutual Fund
NAV$16.94
AUM$30M
TER0.70%
Holdings27
CILGX Mutual Fund
NAV$16.94
CLARKSTON FUND
AUM$30M
TER0.70%
Holdings27
CILGX Mutual Fund Overlap Analysis
CILGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CILGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, CILGX may share significant positions with broad-market funds.
CILGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CILGX tax-loss harvesting finds highly correlated but non-identical funds.