GAAGX Mutual Fund

NAV$18.34

AUM$146M

TER2.29%

Holdings1,563

GAAGX Mutual Fund

NAV$18.34

GMO Alternative Allocation Fund Class I

AUM$146M

TER2.29%

Holdings1,563

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Holdings Overlap Analysis

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

GAAGX Mutual Fund Overlap Analysis

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

GAAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1563 holdings, GAAGX may share significant positions with broad-market funds.

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