GTAIX Mutual Fund

NAV$13.00

AUM$24M

TER1.72%

Holdings8

GTAIX Mutual Fund

NAV$13.00

DF Tactical Allocation Fund Class I

AUM$24M

TER1.72%

Holdings8

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Holdings Overlap Analysis

Compare GTAIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GTAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GTAIX Mutual Fund Overlap Analysis

GTAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

GTAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, GTAIX may share significant positions with broad-market funds.

GTAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GTAIX tax-loss harvesting finds highly correlated but non-identical funds.