NGCRX Mutual Fund
NGCRX Mutual Fund
NAV$13.20
AUM$83M
TER1.33%
Holdings11
See how much of NGCRX you already own
NGCRX Mutual Fund
NAV$13.20
American Funds Retirement Income Portfolio Conservative Class C
AUM$83M
TER1.33%
Holdings11
See how much of NGCRX you already own
NGCRX Mutual Fund Overlap Analysis
NGCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NGCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, NGCRX may share significant positions with broad-market funds.
NGCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NGCRX tax-loss harvesting finds highly correlated but non-identical funds.