GRHIX Mutual Fund
NAV$21.09
AUM$897M
TER0.96%
Holdings91
GRHIX Mutual Fund
NAV$21.09
GOEHRING & ROZENCWAJG RESOURCES FUND INSTITUTIONAL CL
AUM$897M
TER0.96%
Holdings91

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
GRHIX Mutual Fund Overlap Analysis
GRHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GRHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, GRHIX may share significant positions with broad-market funds.
GRHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GRHIX tax-loss harvesting finds highly correlated but non-identical funds.