FWGIX Mutual Fund
FWGIX Mutual Fund
NAV$82.45
AUM$49M
TER0.41%
Holdings333
See how much of FWGIX you already own
FWGIX Mutual Fund
NAV$82.45
Capital World Growth and Income Fund Class F-3
AUM$49M
TER0.41%
Holdings333
See how much of FWGIX you already own
FWGIX Mutual Fund Overlap Analysis
FWGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FWGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, FWGIX may share significant positions with broad-market funds.
FWGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FWGIX tax-loss harvesting finds highly correlated but non-identical funds.