GDLFX Mutual Fund Analysis & Holdings | MarketXLS

GDLFX Mutual Fund

NAV$19.26

AUM$20M

TER1.35%

Holdings421

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

GDLFX Mutual Fund

NAV$19.26

Gotham Defensive Long 500 Fund Institutional Class

AUM$20M

TER1.35%

Holdings421

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 GDLFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GDLFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GDLFX Mutual Fund Overlap Analysis

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

GDLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 421 holdings, GDLFX may share significant positions with broad-market funds.

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