CNGFX Mutual Fund Holdings Overlap Calculator | MarketXLS

CNGFX Mutual Fund

NAV$86.08

AUM$49M

TER0.83%

Holdings205

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CNGFX Mutual Fund

NAV$86.08

American Funds The New Economy Fund other Class

AUM$49M

TER0.83%

Holdings205

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

CNGFX Mutual Fund Overlap Analysis

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

CNGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 205 holdings, CNGFX may share significant positions with broad-market funds.

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