GBMIX Mutual Fund
GBMIX Mutual Fund
NAV$34.39
AUM$317M
TER1.46%
Holdings6
See how much of GBMIX you already own
GBMIX Mutual Fund
NAV$34.39
GMO Benchmark-Free Allocation Fund Class I
AUM$317M
TER1.46%
Holdings6
See how much of GBMIX you already own
GBMIX Mutual Fund Overlap Analysis
GBMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GBMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6 holdings, GBMIX may share significant positions with broad-market funds.
GBMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GBMIX tax-loss harvesting finds highly correlated but non-identical funds.