GUCPX Mutual Fund

NAV$19.78

AUM$207M

TER0.09%

Holdings444

GUCPX Mutual Fund

NAV$19.78

Guggenheim Active INvestment Series (GAINS) - Core Plus Fund Class SMA

AUM$207M

TER0.09%

Holdings444

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Holdings Overlap Analysis

Compare GUCPX 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 GUCPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GUCPX Mutual Fund Overlap Analysis

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

GUCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 444 holdings, GUCPX may share significant positions with broad-market funds.

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