FGATX Mutual Fund Analysis & Holdings | MarketXLS

FGATX Mutual Fund

NAV$9.61

AUM$100M

TER0.86%

Holdings87

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FGATX Mutual Fund

NAV$9.61

Nuveen Georgia Municipal Bond Fund Class A

AUM$100M

TER0.86%

Holdings87

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

FGATX Mutual Fund Overlap Analysis

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

FGATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 87 holdings, FGATX may share significant positions with broad-market funds.

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