FWCGX Mutual Fund
FWCGX Mutual Fund
NAV$82.45
AUM$49M
TER0.46%
Holdings333
See how much of FWCGX you already own
FWCGX Mutual Fund
NAV$82.45
Capital World Growth and Income Fund Class 529-F-3
AUM$49M
TER0.46%
Holdings333
See how much of FWCGX you already own
FWCGX Mutual Fund Overlap Analysis
FWCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FWCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, FWCGX may share significant positions with broad-market funds.
FWCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FWCGX tax-loss harvesting finds highly correlated but non-identical funds.