FGIPX Mutual Fund Analysis & Holdings | MarketXLS

FGIPX Mutual Fund

NAV$20.94

AUM$224M

TER0.77%

Holdings61

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

FGIPX Mutual Fund

NAV$20.94

Nomura Growth and Income Fund Institutional Class

AUM$224M

TER0.77%

Holdings61

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 FGIPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FGIPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FGIPX Mutual Fund Overlap Analysis

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

FGIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, FGIPX may share significant positions with broad-market funds.

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