GAGIX Mutual Fund Analysis & Holdings | MarketXLS

GAGIX Mutual Fund

NAV$39.59

AUM$72M

TER0.90%

Holdings187

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GAGIX Mutual Fund

NAV$39.59

Gabelli Global Rising Income and Dividend Fund Class I

AUM$72M

TER0.90%

Holdings187

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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.