GAORX Mutual Fund Analysis & Holdings | MarketXLS

GAORX Mutual Fund

NAV$22.27

AUM$23,922.23

TER0.75%

Holdings1,963

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GAORX Mutual Fund

NAV$22.27

JPMorgan Global Allocation Fund Class R5

AUM$23,922.23

TER0.75%

Holdings1,963

See inside every fund you own

$45/quarter 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 GAORX 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 GAORX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GAORX Mutual Fund Overlap Analysis

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

GAORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1963 holdings, GAORX may share significant positions with broad-market funds.

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