GAGVX Mutual Fund Analysis & Holdings | MarketXLS

GAGVX Mutual Fund

NAV$18.82

AUM$7M

TER1.04%

Holdings39

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GAGVX Mutual Fund

NAV$18.82

Goldman Sachs US Equity ESG Fund Class A

AUM$7M

TER1.04%

Holdings39

See inside every fund you own

$149/yr 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 GAGVX 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 GAGVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GAGVX Mutual Fund Overlap Analysis

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

GAGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, GAGVX may share significant positions with broad-market funds.

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