GIOSX Mutual Fund
NAV$24.46
AUM$75M
TER0.94%
Holdings1,187
GIOSX Mutual Fund
NAV$24.46
Guggenheim Macro Opportunities Fund Class R6
AUM$75M
TER0.94%
Holdings1,187

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GIOSX Mutual Fund Overlap Analysis
GIOSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIOSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1187 holdings, GIOSX may share significant positions with broad-market funds.
GIOSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIOSX tax-loss harvesting finds highly correlated but non-identical funds.