GWLRX Mutual Fund

NAV$18.57

AUM$4M

TER1.60%

Holdings68

GWLRX Mutual Fund

NAV$18.57

abrdn Emerging Markets ex-China Fund Class R

AUM$4M

TER1.60%

Holdings68

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

GWLRX Mutual Fund Overlap Analysis

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

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

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