TGPNX Mutual Fund
TGPNX Mutual Fund
NAV$12.46
TER1.28%
Holdings19
TGPNX Mutual Fund
NAV$12.46
TCW Conservative Allocation Fund Class N
TER1.28%
Holdings19
TGPNX Mutual Fund Overlap Analysis
TGPNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TGPNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, TGPNX may share significant positions with broad-market funds.
TGPNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TGPNX tax-loss harvesting finds highly correlated but non-identical funds.