GAUIX Mutual Fund
GAUIX Mutual Fund
NAV$5.64
AUM$453M
TER1.13%
Holdings228
See how much of GAUIX you already own
GAUIX Mutual Fund
NAV$5.64
Gabelli Utilities Fund Class I
AUM$453M
TER1.13%
Holdings228
See how much of GAUIX you already own
GAUIX Mutual Fund Overlap Analysis
GAUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GAUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, GAUIX may share significant positions with broad-market funds.
GAUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GAUIX tax-loss harvesting finds highly correlated but non-identical funds.