CILGX Mutual Fund
CILGX Mutual Fund
NAV$16.59
AUM$30M
TER0.70%
Holdings27
See how much of CILGX you already own
CILGX Mutual Fund
NAV$16.59
CLARKSTON FUND
AUM$30M
TER0.70%
Holdings27
See how much of CILGX you already own
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.