GBLEX Mutual Fund

NAV$42.51

AUM$171M

TER0.85%

Holdings1,126

GBLEX Mutual Fund

NAV$42.51

American Funds Global Balanced Fund Cl F-1

AUM$171M

TER0.85%

Holdings1,126

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

GBLEX Mutual Fund Overlap Analysis

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

GBLEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, GBLEX may share significant positions with broad-market funds.

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