EGFFX Mutual Fund
EGFFX Mutual Fund
NAV$0.10
AUM$91M
TER1.25%
Holdings23
See how much of EGFFX you already own
EGFFX Mutual Fund
NAV$0.10
Edgewood Growth Fund Retail Class
AUM$91M
TER1.25%
Holdings23
See how much of EGFFX you already own
EGFFX Mutual Fund Overlap Analysis
EGFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EGFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, EGFFX may share significant positions with broad-market funds.
EGFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EGFFX tax-loss harvesting finds highly correlated but non-identical funds.