GENIX Mutual Fund

NAV$17.28

AUM$496M

TER1.51%

Holdings1,804

GENIX Mutual Fund

NAV$17.28

Gotham Enhanced Return Fund Institutional Class

AUM$496M

TER1.51%

Holdings1,804

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Holdings Overlap Analysis

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

GENIX Mutual Fund Overlap Analysis

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

GENIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1804 holdings, GENIX may share significant positions with broad-market funds.

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