GWPEX Mutual Fund Analysis & Holdings | MarketXLS

GWPEX Mutual Fund

NAV$32.74

TER0.47%

Holdings9

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GWPEX Mutual Fund

NAV$32.74

American Funds Growth Portfolio Class F-2

TER0.47%

Holdings9

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

GWPEX Mutual Fund Overlap Analysis

GWPEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

GWPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, GWPEX may share significant positions with broad-market funds.

GWPEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GWPEX tax-loss harvesting finds highly correlated but non-identical funds.