GMOLX Mutual Fund
NAV$24.08
AUM$500M
TER0.70%
Holdings328
GMOLX Mutual Fund
NAV$24.08
GMO Opportunistic Income Fund
AUM$500M
TER0.70%
Holdings328
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GMOLX Mutual Fund Overlap Analysis
GMOLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GMOLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 328 holdings, GMOLX may share significant positions with broad-market funds.
GMOLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GMOLX tax-loss harvesting finds highly correlated but non-identical funds.