IGWRX Mutual Fund Analysis & Holdings | MarketXLS

IGWRX Mutual Fund

NAV$19.12

AUM$697,873.29

TER1.44%

Holdings30

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IGWRX Mutual Fund

NAV$19.12

Transamerica Asset Allocation Growth Portfolio Class R

AUM$697,873.29

TER1.44%

Holdings30

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

IGWRX Mutual Fund Overlap Analysis

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

IGWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, IGWRX may share significant positions with broad-market funds.

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