GCBLX Mutual Fund
NAV$38.35
AUM$267M
TER1.25%
Holdings446
GCBLX Mutual Fund
NAV$38.35
Green Century Balanced Fund Investor Class
AUM$267M
TER1.25%
Holdings446
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GCBLX Mutual Fund Overlap Analysis
GCBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GCBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 446 holdings, GCBLX may share significant positions with broad-market funds.
GCBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GCBLX tax-loss harvesting finds highly correlated but non-identical funds.