GAGAX Mutual Fund

NAV$39.34

AUM$944,757.75

TER0.90%

Holdings187

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Just $25 once·$69/mo·Download sample

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GAGAX Mutual Fund

NAV$39.34

Gabelli Global Rising Income and Dividend Fund Class A

AUM$944,757.75

TER0.90%

Holdings187

See how much of GAGAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

GAGAX Mutual Fund Overlap Analysis

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

GAGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, GAGAX may share significant positions with broad-market funds.

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