GBMFX Mutual Fund Analysis & Holdings | MarketXLS

GBMFX Mutual Fund

NAV$34.34

AUM$4.3B

TER1.23%

Holdings6

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GBMFX Mutual Fund

NAV$34.34

GMO Benchmark-Free Allocation Fund Class III

AUM$4.3B

TER1.23%

Holdings6

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

GBMFX Mutual Fund Overlap Analysis

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

GBMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, GBMFX may share significant positions with broad-market funds.

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