FGFWX Mutual Fund

NAV$16.44

AUM$120M

TER0.41%

Holdings10

See how much of FGFWX you already own

Just $25 once·$99/mo·Download sample

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FGFWX Mutual Fund

NAV$16.44

American Funds Retirement Income Portfolio Enhanced Class F-2

AUM$120M

TER0.41%

Holdings10

See how much of FGFWX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

FGFWX Mutual Fund Overlap Analysis

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

FGFWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, FGFWX may share significant positions with broad-market funds.

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