GLBIX Mutual Fund
NAV$10.68
AUM$19M
TER2.07%
Holdings259
GLBIX Mutual Fund
NAV$10.68
Leuthold Global Fund Insti Class
AUM$19M
TER2.07%
Holdings259

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GLBIX Mutual Fund Overlap Analysis
GLBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GLBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 259 holdings, GLBIX may share significant positions with broad-market funds.
GLBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GLBIX tax-loss harvesting finds highly correlated but non-identical funds.