GBCAX Mutual Fund Analysis & Holdings | MarketXLS

GBCAX Mutual Fund

NAV$19.96

AUM$2M

TER1.94%

Holdings56

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

GBCAX Mutual Fund

NAV$19.96

The Gabelli Dividend Growth Fund Class A

AUM$2M

TER1.94%

Holdings56

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 GBCAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GBCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GBCAX Mutual Fund Overlap Analysis

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

GBCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, GBCAX may share significant positions with broad-market funds.

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