GBXIX Mutual Fund

NAV$9.49

Holdings Overlap Analysis

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

GBXIX Mutual Fund Overlap Analysis

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

GBXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2332 holdings, GBXIX may share significant positions with broad-market funds.

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