RWGIX Mutual Fund
RWGIX Mutual Fund
NAV$5.23
AUM$20M
TER1.00%
Holdings22
See how much of RWGIX you already own
RWGIX Mutual Fund
NAV$5.23
Wedgewood Fund Institutional Class
AUM$20M
TER1.00%
Holdings22
See how much of RWGIX you already own
RWGIX Mutual Fund Overlap Analysis
RWGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
RWGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, RWGIX may share significant positions with broad-market funds.
RWGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. RWGIX tax-loss harvesting finds highly correlated but non-identical funds.