GIFAX Mutual Fund

NAV$23.16

AUM$101M

TER1.05%

Holdings333

GIFAX Mutual Fund

NAV$23.16

Guggenheim Floating Rate Strategies Fund Class A

AUM$101M

TER1.05%

Holdings333

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare GIFAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GIFAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GIFAX Mutual Fund Overlap Analysis

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

GIFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, GIFAX may share significant positions with broad-market funds.

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