GWSVX Mutual Fund

NAV$17.62

AUM$4M

TER1.66%

Holdings33

GWSVX Mutual Fund

NAV$17.62

The Gabelli Focused Growth and Income Fund Class AAA

AUM$4M

TER1.66%

Holdings33

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Holdings Overlap Analysis

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

GWSVX Mutual Fund Overlap Analysis

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

GWSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, GWSVX may share significant positions with broad-market funds.

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