GILFX Mutual Fund

NAV$24.42

AUM$37M

TER1.47%

Holdings739

GILFX Mutual Fund

NAV$24.42

Guggenheim Limited Duration Fund Class C

AUM$37M

TER1.47%

Holdings739

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Holdings Overlap Analysis

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

GILFX Mutual Fund Overlap Analysis

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

GILFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 739 holdings, GILFX may share significant positions with broad-market funds.

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