FTGWX Mutual Fund Analysis & Holdings | MarketXLS

FTGWX Mutual Fund

NAV$30.54

AUM$167M

TER1.41%

Holdings10

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FTGWX Mutual Fund

NAV$30.54

Westwood Broadmark Tactical Growth Fund Institutional Class

AUM$167M

TER1.41%

Holdings10

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

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.