GWPAX Mutual Fund
NAV$32.38
TER0.71%
Holdings9
GWPAX Mutual Fund
NAV$32.38
American Funds Growth Portfolio Class A
TER0.71%
Holdings9
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GWPAX Mutual Fund Overlap Analysis
GWPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GWPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, GWPAX may share significant positions with broad-market funds.
GWPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GWPAX tax-loss harvesting finds highly correlated but non-identical funds.