GDMIX Mutual Fund
GDMIX Mutual Fund
NAV$9.07
AUM$10M
TER0.91%
Holdings604
GDMIX Mutual Fund
NAV$9.07
Lazard Global Dynamic Multi Asset Portfolio Institutional Shares
AUM$10M
TER0.91%
Holdings604
GDMIX Mutual Fund Overlap Analysis
GDMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GDMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 604 holdings, GDMIX may share significant positions with broad-market funds.
GDMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GDMIX tax-loss harvesting finds highly correlated but non-identical funds.