GWLIX Mutual Fund

NAV$20.67

AUM$113M

TER0.90%

Holdings68

GWLIX Mutual Fund

NAV$20.67

abrdn Emerging Markets ex-China Fund Institutional Class

AUM$113M

TER0.90%

Holdings68

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Holdings Overlap Analysis

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

GWLIX Mutual Fund Overlap Analysis

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

GWLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 68 holdings, GWLIX may share significant positions with broad-market funds.

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