GAKIX Mutual Fund
GAKIX Mutual Fund
NAV$9.86
AUM$7M
TER1.88%
Holdings57
GAKIX Mutual Fund
NAV$9.86
AXS Merger Fund Class I
AUM$7M
TER1.88%
Holdings57
GAKIX Mutual Fund Overlap Analysis
GAKIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GAKIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, GAKIX may share significant positions with broad-market funds.
GAKIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GAKIX tax-loss harvesting finds highly correlated but non-identical funds.