GAAVX Mutual Fund
GAAVX Mutual Fund
NAV$18.38
TER1.69%
Holdings1,488
GAAVX Mutual Fund
NAV$18.38
GMO Alternative Allocation Fund Class VI
TER1.69%
Holdings1,488
GAAVX Mutual Fund Overlap Analysis
GAAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GAAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1488 holdings, GAAVX may share significant positions with broad-market funds.
GAAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GAAVX tax-loss harvesting finds highly correlated but non-identical funds.