GAOTX Mutual Fund

NAV$21.37

AUM$501,070.86

TER1.15%

Holdings1,963

GAOTX Mutual Fund

NAV$21.37

JPMorgan Global Allocation Fund Class R3

AUM$501,070.86

TER1.15%

Holdings1,963

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Holdings Overlap Analysis

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

GAOTX Mutual Fund Overlap Analysis

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

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

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