GBUSX Mutual Fund Analysis & Holdings | MarketXLS

GBUSX Mutual Fund

NAV$8.46

AUM$952,016.31

TER0.75%

Holdings75

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GBUSX Mutual Fund

NAV$8.46

BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I

AUM$952,016.31

TER0.75%

Holdings75

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

GBUSX Mutual Fund Overlap Analysis

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

GBUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, GBUSX may share significant positions with broad-market funds.

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