GLIFX Mutual Fund
NAV$19.18
AUM$12.3B
TER0.96%
Holdings35
GLIFX Mutual Fund
NAV$19.18
Lazard Global Listed Infrastructure Portfolio Institutional Shares
AUM$12.3B
TER0.96%
Holdings35

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GLIFX Mutual Fund Overlap Analysis
GLIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GLIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, GLIFX may share significant positions with broad-market funds.
GLIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GLIFX tax-loss harvesting finds highly correlated but non-identical funds.