GDLFX Mutual Fund
GDLFX Mutual Fund
NAV$19.26
AUM$20M
TER1.35%
Holdings421
See how much of GDLFX you already own
GDLFX Mutual Fund
NAV$19.26
Gotham Defensive Long 500 Fund Institutional Class
AUM$20M
TER1.35%
Holdings421
See how much of GDLFX you already own
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.