GAONX Mutual Fund

NAV$21.01

AUM$2M

TER1.40%

Holdings1,963

GAONX Mutual Fund

NAV$21.01

JPMorgan Global Allocation Fund Class R2

AUM$2M

TER1.40%

Holdings1,963

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Holdings Overlap Analysis

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

GAONX Mutual Fund Overlap Analysis

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

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

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