GDGSX Mutual Fund Analysis & Holdings | MarketXLS

GDGSX Mutual Fund

NAV$36.27

AUM$5M

TER1.25%

Holdings58

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GDGSX Mutual Fund

NAV$36.27

SIT Global Dividend Growth Fund Class S

AUM$5M

TER1.25%

Holdings58

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

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.