FTGWX Mutual Fund
FTGWX Mutual Fund
NAV$30.61
AUM$168M
TER1.41%
Holdings10
See how much of FTGWX you already own
FTGWX Mutual Fund
NAV$30.61
Westwood Broadmark Tactical Growth Fund Institutional Class
AUM$168M
TER1.41%
Holdings10
See how much of FTGWX you already own
FTGWX Mutual Fund Overlap Analysis
FTGWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FTGWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, FTGWX may share significant positions with broad-market funds.
FTGWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FTGWX tax-loss harvesting finds highly correlated but non-identical funds.