GCBLX Mutual Fund
GCBLX Mutual Fund
NAV$37.50
AUM$267M
TER1.25%
Holdings446
See how much of GCBLX you already own
GCBLX Mutual Fund
NAV$37.50
Green Century Balanced Fund Investor Class
AUM$267M
TER1.25%
Holdings446
See how much of GCBLX you already own
GCBLX Mutual Fund Overlap Analysis
GCBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GCBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 446 holdings, GCBLX may share significant positions with broad-market funds.
GCBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GCBLX tax-loss harvesting finds highly correlated but non-identical funds.