GCBUX Mutual Fund

NAV$38.51

AUM$106M

TER0.95%

Holdings446

GCBUX Mutual Fund

NAV$38.51

Green Century Balanced Fund Institutional

AUM$106M

TER0.95%

Holdings446

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Holdings Overlap Analysis

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

GCBUX Mutual Fund Overlap Analysis

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

GCBUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 446 holdings, GCBUX may share significant positions with broad-market funds.

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