GATAX Mutual Fund
GATAX Mutual Fund
NAV$53.25
AUM$31M
TER1.35%
Holdings611
See how much of GATAX you already own
GATAX Mutual Fund
NAV$53.25
The Gabelli Asset Fund
AUM$31M
TER1.35%
Holdings611
See how much of GATAX you already own
GATAX Mutual Fund Overlap Analysis
GATAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GATAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 611 holdings, GATAX may share significant positions with broad-market funds.
GATAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GATAX tax-loss harvesting finds highly correlated but non-identical funds.