GAOCX Mutual Fund

NAV$20.67

AUM$86M

TER1.53%

Holdings1,963

GAOCX Mutual Fund

NAV$20.67

JPMorgan Global Allocation Fund Class C

AUM$86M

TER1.53%

Holdings1,963

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Holdings Overlap Analysis

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

GAOCX Mutual Fund Overlap Analysis

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

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

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