WGIFX Mutual Fund

NAV$82.96

AUM$49M

TER0.52%

Holdings333

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Just $25 once·$69/mo·Download sample

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WGIFX Mutual Fund

NAV$82.96

Capital World Growth and Income Fund Class F-2

AUM$49M

TER0.52%

Holdings333

See how much of WGIFX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

WGIFX Mutual Fund Overlap Analysis

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

WGIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, WGIFX may share significant positions with broad-market funds.

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