EGFFX Mutual Fund
NAV$0.10
AUM$200M
TER1.40%
Holdings23
EGFFX Mutual Fund
NAV$0.10
Edgewood Growth Fund Retail Class
AUM$200M
TER1.40%
Holdings23

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EGFFX Mutual Fund Overlap Analysis
EGFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
EGFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, EGFFX may share significant positions with broad-market funds.
EGFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EGFFX tax-loss harvesting finds highly correlated but non-identical funds.