CIQGX Mutual Fund
CIQGX Mutual Fund
NAV$14.74
TER0.33%
Holdings9
See how much of CIQGX you already own
CIQGX Mutual Fund
NAV$14.74
American Funds Conservative Growth and Income Portfolio Class ABLE F2
TER0.33%
Holdings9
See how much of CIQGX you already own
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.