GAGIX Mutual Fund
GAGIX Mutual Fund
NAV$37.62
AUM$70M
TER0.90%
Holdings187
See how much of GAGIX you already own
GAGIX Mutual Fund
NAV$37.62
Gabelli Global Rising Income and Dividend Fund Class I
AUM$70M
TER0.90%
Holdings187
See how much of GAGIX you already own
GAGIX Mutual Fund Overlap Analysis
GAGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GAGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, GAGIX may share significant positions with broad-market funds.
GAGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GAGIX tax-loss harvesting finds highly correlated but non-identical funds.