IWGIX Mutual Fund Analysis & Holdings | MarketXLS

IWGIX Mutual Fund

NAV$7.04

AUM$67M

TER0.96%

Holdings19

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IWGIX Mutual Fund

NAV$7.04

Macquarie Global Allocation Fund Class I

AUM$67M

TER0.96%

Holdings19

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

IWGIX Mutual Fund Overlap Analysis

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

IWGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, IWGIX may share significant positions with broad-market funds.

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