CIQGX Mutual Fund Analysis & Holdings | MarketXLS

CIQGX Mutual Fund

NAV$14.95

TER0.33%

Holdings9

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CIQGX Mutual Fund

NAV$14.95

American Funds Conservative Growth and Income Portfolio Class ABLE F2

TER0.33%

Holdings9

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 CIQGX 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 CIQGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CIQGX Mutual Fund Overlap Analysis

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

CIQGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, CIQGX may share significant positions with broad-market funds.

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