GWSCX Mutual Fund
NAV$13.64
AUM$975,930.15
TER2.41%
Holdings33
GWSCX Mutual Fund
NAV$13.64
The Gabelli Focused Growth and Income Fund Class C
AUM$975,930.15
TER2.41%
Holdings33

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GWSCX Mutual Fund Overlap Analysis
GWSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GWSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, GWSCX may share significant positions with broad-market funds.
GWSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GWSCX tax-loss harvesting finds highly correlated but non-identical funds.