FGPGX Mutual Fund
FGPGX Mutual Fund
NAV$31.74
TER0.49%
Holdings9
See how much of FGPGX you already own
FGPGX Mutual Fund
NAV$31.74
American Funds Growth Portfolio Class 529-F-2
TER0.49%
Holdings9
See how much of FGPGX you already own
FGPGX Mutual Fund Overlap Analysis
FGPGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FGPGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, FGPGX may share significant positions with broad-market funds.
FGPGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FGPGX tax-loss harvesting finds highly correlated but non-identical funds.