GMOEX Mutual Fund
NAV$38.43
TER0.92%
Holdings211
GMOEX Mutual Fund
NAV$38.43
GMO Emerging Markets Fund Class III
TER0.92%
Holdings211

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GMOEX Mutual Fund Overlap Analysis
GMOEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GMOEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 211 holdings, GMOEX may share significant positions with broad-market funds.
GMOEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GMOEX tax-loss harvesting finds highly correlated but non-identical funds.