EGWRX Mutual Fund Holdings Overlap Calculator | MarketXLS

EGWRX Mutual Fund

NAV$18.29

AUM$18M

TER0.80%

Holdings79

See what you own twice

Check EGWRX against your other funds. Free for up to 5.

Check my overlap

EGWRX Mutual Fund

NAV$18.29

Allspring Discovery Small Cap Growth Fund Class R6

AUM$18M

TER0.80%

Holdings79

See what you own twice

Check EGWRX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

EGWRX Mutual Fund Overlap Analysis

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

EGWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, EGWRX may share significant positions with broad-market funds.

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