IWGNX Mutual Fund
IWGNX Mutual Fund
NAV$6.89
AUM$68,146.94
TER0.82%
Holdings19
See how much of IWGNX you already own
IWGNX Mutual Fund
NAV$6.89
Macquarie Global Allocation Fund Class R6
AUM$68,146.94
TER0.82%
Holdings19
See how much of IWGNX you already own
IWGNX Mutual Fund Overlap Analysis
IWGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IWGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, IWGNX may share significant positions with broad-market funds.
IWGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IWGNX tax-loss harvesting finds highly correlated but non-identical funds.