GAIOX Mutual Fund
GAIOX Mutual Fund
NAV$23.31
AUM$5.9B
TER0.65%
Holdings14
See how much of GAIOX you already own
GAIOX Mutual Fund
NAV$23.31
American Funds Growth and Income Portfolio Class A
AUM$5.9B
TER0.65%
Holdings14
See how much of GAIOX you already own
GAIOX Mutual Fund Overlap Analysis
GAIOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GAIOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, GAIOX may share significant positions with broad-market funds.
GAIOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GAIOX tax-loss harvesting finds highly correlated but non-identical funds.