RGWAX Mutual Fund Holdings Overlap Calculator | MarketXLS

RGWAX Mutual Fund

NAV$30.97

AUM$20M

TER1.47%

Holdings9

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RGWAX Mutual Fund

NAV$30.97

American Funds Growth Portfolio Class R-1

AUM$20M

TER1.47%

Holdings9

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

RGWAX Mutual Fund Overlap Analysis

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

RGWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, RGWAX may share significant positions with broad-market funds.

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