FTGOX Mutual Fund
FTGOX Mutual Fund
NAV$25.75
AUM$2M
TER2.36%
Holdings10
FTGOX Mutual Fund
NAV$25.75
Westwood Broadmark Tactical Growth Fund Class C
AUM$2M
TER2.36%
Holdings10
FTGOX Mutual Fund Overlap Analysis
FTGOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, FTGOX may share significant positions with broad-market funds.
FTGOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGOX tax-loss harvesting finds highly correlated but non-identical funds.