GAFSX Mutual Fund
GAFSX Mutual Fund
NAV$24.03
AUM$12M
TER1.25%
Holdings52
See how much of GAFSX you already own
GAFSX Mutual Fund
NAV$24.03
The Gabelli Global Financial Services Fund Class AAA Shares
AUM$12M
TER1.25%
Holdings52
See how much of GAFSX you already own
GAFSX Mutual Fund Overlap Analysis
GAFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GAFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 52 holdings, GAFSX may share significant positions with broad-market funds.
GAFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GAFSX tax-loss harvesting finds highly correlated but non-identical funds.