GDIRX Mutual Fund
NAV$10.39
AUM$80M
TER0.42%
Holdings1,778
GDIRX Mutual Fund
NAV$10.39
Goldman Sachs Short Duration Tax Free Fund Investor Class
AUM$80M
TER0.42%
Holdings1,778
GDIRX Mutual Fund Overlap Analysis
GDIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GDIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1778 holdings, GDIRX may share significant positions with broad-market funds.
GDIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GDIRX tax-loss harvesting finds highly correlated but non-identical funds.