HAGCX Mutual Fund
HAGCX Mutual Fund
NAV$49.12
AUM$20M
TER1.75%
Holdings94
See how much of HAGCX you already own
HAGCX Mutual Fund
NAV$49.12
Carillon Eagle Mid Cap Growth Fund Class C
AUM$20M
TER1.75%
Holdings94
See how much of HAGCX you already own
HAGCX Mutual Fund Overlap Analysis
HAGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
HAGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, HAGCX may share significant positions with broad-market funds.
HAGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. HAGCX tax-loss harvesting finds highly correlated but non-identical funds.