GULDX Mutual Fund

NAV$19.81

AUM$21M

TER0.02%

Holdings250

GULDX Mutual Fund

NAV$19.81

Guggenheim Active INvestment Series (GAINS) - Limited Duration Fund Class SMA

AUM$21M

TER0.02%

Holdings250

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Holdings Overlap Analysis

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

GULDX Mutual Fund Overlap Analysis

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

GULDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 250 holdings, GULDX may share significant positions with broad-market funds.

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