GIBRX Mutual Fund

NAV$23.50

AUM$1.1B

TER0.42%

Holdings1,932

GIBRX Mutual Fund

NAV$23.50

Guggenheim Total Return Bond Fund Class R6

AUM$1.1B

TER0.42%

Holdings1,932

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Holdings Overlap Analysis

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

GIBRX Mutual Fund Overlap Analysis

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

GIBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1932 holdings, GIBRX may share significant positions with broad-market funds.

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