GGEFX Mutual Fund
NAV$23.44
AUM$74M
TER1.25%
Holdings28
GGEFX Mutual Fund
NAV$23.44
Summitry Equity Fund
AUM$74M
TER1.25%
Holdings28

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GGEFX Mutual Fund Overlap Analysis
GGEFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GGEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, GGEFX may share significant positions with broad-market funds.
GGEFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GGEFX tax-loss harvesting finds highly correlated but non-identical funds.