GAOAX Mutual Fund

NAV$20.95

AUM$721M

TER1.03%

Holdings1,963

GAOAX Mutual Fund

NAV$20.95

JPMorgan Global Allocation Fund Class A

AUM$721M

TER1.03%

Holdings1,963

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare GAOAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GAOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GAOAX Mutual Fund Overlap Analysis

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

GAOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1963 holdings, GAOAX may share significant positions with broad-market funds.

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