IWGCX Mutual Fund
IWGCX Mutual Fund
NAV$6.23
AUM$1M
TER1.96%
Holdings19
See how much of IWGCX you already own
IWGCX Mutual Fund
NAV$6.23
Macquarie Global Allocation Fund Class C
AUM$1M
TER1.96%
Holdings19
See how much of IWGCX you already own
IWGCX Mutual Fund Overlap Analysis
IWGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IWGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, IWGCX may share significant positions with broad-market funds.
IWGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IWGCX tax-loss harvesting finds highly correlated but non-identical funds.