GCGRX Mutual Fund Analysis & Holdings | MarketXLS

GCGRX Mutual Fund

NAV$7.23

AUM$4M

TER1.56%

Holdings511

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GCGRX Mutual Fund

NAV$7.23

Nationwide BNY Mellon Dynamic US Core Fund Class C

AUM$4M

TER1.56%

Holdings511

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

GCGRX Mutual Fund Overlap Analysis

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

GCGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 511 holdings, GCGRX may share significant positions with broad-market funds.

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