GIUIX Mutual Fund

NAV$43.45

AUM$2M

TER1.27%

Holdings128

GIUIX Mutual Fund

NAV$43.45

NAA Mid Growth Fund Institutional Class

AUM$2M

TER1.27%

Holdings128

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare GIUIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GIUIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GIUIX Mutual Fund Overlap Analysis

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

GIUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 128 holdings, GIUIX may share significant positions with broad-market funds.

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