GIFFX Mutual Fund
NAV$25.08
AUM$1.5B
TER0.42%
Holdings80
GIFFX Mutual Fund
NAV$25.08
Invesco Growth and Income Fund Cl R6
AUM$1.5B
TER0.42%
Holdings80
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GIFFX Mutual Fund Overlap Analysis
GIFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, GIFFX may share significant positions with broad-market funds.
GIFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIFFX tax-loss harvesting finds highly correlated but non-identical funds.