GAGVX Mutual Fund
GAGVX Mutual Fund
NAV$18.82
AUM$7M
TER1.04%
Holdings39
See how much of GAGVX you already own
GAGVX Mutual Fund
NAV$18.82
Goldman Sachs US Equity ESG Fund Class A
AUM$7M
TER1.04%
Holdings39
See how much of GAGVX you already own
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.