GAGYX Mutual Fund
GAGYX Mutual Fund
NAV$15.66
AUM$210M
TER0.84%
Holdings9
See how much of GAGYX you already own
GAGYX Mutual Fund
NAV$15.66
Aggressive Allocation Fund Institutional Class
AUM$210M
TER0.84%
Holdings9
See how much of GAGYX you already own
GAGYX Mutual Fund Overlap Analysis
GAGYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GAGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, GAGYX may share significant positions with broad-market funds.
GAGYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GAGYX tax-loss harvesting finds highly correlated but non-identical funds.