CWGIX Mutual Fund Analysis & Holdings | MarketXLS

CWGIX Mutual Fund

NAV$83.22

AUM$49M

TER0.73%

Holdings333

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CWGIX Mutual Fund

NAV$83.22

Capital World Growth and Income Fund Class A

AUM$49M

TER0.73%

Holdings333

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

CWGIX Mutual Fund Overlap Analysis

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

CWGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, CWGIX may share significant positions with broad-market funds.

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