GIPRX Mutual Fund

NAV$12.99

AUM$12M

TER1.27%

Holdings143

GIPRX Mutual Fund

NAV$12.99

Goldman Sachs Conservative Allocation Fund Class R

AUM$12M

TER1.27%

Holdings143

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Holdings Overlap Analysis

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

GIPRX Mutual Fund Overlap Analysis

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

GIPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 143 holdings, GIPRX may share significant positions with broad-market funds.

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