GBATX Mutual Fund Analysis & Holdings | MarketXLS

GBATX Mutual Fund

NAV$20.12

AUM$200M

TER0.82%

Holdings21

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GBATX Mutual Fund

NAV$20.12

GMO Strategic Opportunities Allocation Fund Class III

AUM$200M

TER0.82%

Holdings21

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 GBATX 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 GBATX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GBATX Mutual Fund Overlap Analysis

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

GBATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, GBATX may share significant positions with broad-market funds.

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