GAGCX Mutual Fund Holdings Overlap Calculator | MarketXLS

GAGCX Mutual Fund

NAV$39.52

AUM$3M

TER0.90%

Holdings187

See what you own twice

Check GAGCX against your other funds. Free for up to 5.

Check my overlap

GAGCX Mutual Fund

NAV$39.52

Gabelli Global Rising Income and Dividend Fund Class AAA

AUM$3M

TER0.90%

Holdings187

See what you own twice

Check GAGCX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

GAGCX Mutual Fund Overlap Analysis

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

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

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