GAUIX Mutual Fund
NAV$5.80
AUM$454M
TER1.13%
Holdings228
GAUIX Mutual Fund
NAV$5.80
Gabelli Utilities Fund Class I
AUM$454M
TER1.13%
Holdings228

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GAUIX Mutual Fund Overlap Analysis
GAUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GAUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, GAUIX may share significant positions with broad-market funds.
GAUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GAUIX tax-loss harvesting finds highly correlated but non-identical funds.