RGOFX Mutual Fund
RGOFX Mutual Fund
NAV$14.94
AUM$5M
TER0.46%
Holdings9
See how much of RGOFX you already own
RGOFX Mutual Fund
NAV$14.94
American Funds Conservative Growth and Income Portfolio - Class R-5E
AUM$5M
TER0.46%
Holdings9
See how much of RGOFX you already own
RGOFX Mutual Fund Overlap Analysis
RGOFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RGOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, RGOFX may share significant positions with broad-market funds.
RGOFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RGOFX tax-loss harvesting finds highly correlated but non-identical funds.