GDGSX Mutual Fund
GDGSX Mutual Fund
NAV$35.25
AUM$6M
TER1.25%
Holdings58
See how much of GDGSX you already own
GDGSX Mutual Fund
NAV$35.25
SIT Global Dividend Growth Fund Class S
AUM$6M
TER1.25%
Holdings58
See how much of GDGSX you already own
GDGSX Mutual Fund Overlap Analysis
GDGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GDGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, GDGSX may share significant positions with broad-market funds.
GDGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GDGSX tax-loss harvesting finds highly correlated but non-identical funds.