IWGCX Mutual Fund
IWGCX Mutual Fund
NAV$6.23
AUM$1M
TER1.96%
Holdings19
IWGCX Mutual Fund
NAV$6.23
Macquarie Global Allocation Fund Class C
AUM$1M
TER1.96%
Holdings19
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.