GEORX Mutual Fund

NAV$18.36

AUM$5M

TER0.94%

Holdings38

GEORX Mutual Fund

NAV$18.36

Pear Tree Essex Environmental Opportunities Fund Class R6

AUM$5M

TER0.94%

Holdings38

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Holdings Overlap Analysis

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

GEORX Mutual Fund Overlap Analysis

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

GEORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, GEORX may share significant positions with broad-market funds.

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