GBLFX Mutual Fund
GBLFX Mutual Fund
NAV$43.38
TER0.58%
Holdings1,126
See how much of GBLFX you already own
GBLFX Mutual Fund
NAV$43.38
American Funds Global Balanced Fund Cl F-2
TER0.58%
Holdings1,126
See how much of GBLFX you already own
GBLFX Mutual Fund Overlap Analysis
GBLFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GBLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1126 holdings, GBLFX may share significant positions with broad-market funds.
GBLFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GBLFX tax-loss harvesting finds highly correlated but non-identical funds.