GIOCX Mutual Fund

NAV$24.39

AUM$96M

TER2.04%

Holdings1,187

GIOCX Mutual Fund

NAV$24.39

Guggenheim Macro Opportunities Fund Class C

AUM$96M

TER2.04%

Holdings1,187

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Holdings Overlap Analysis

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

GIOCX Mutual Fund Overlap Analysis

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

GIOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1187 holdings, GIOCX may share significant positions with broad-market funds.

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