GDMOX Mutual Fund Analysis & Holdings | MarketXLS

GDMOX Mutual Fund

NAV$8.51

AUM$10M

TER1.16%

Holdings604

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GDMOX Mutual Fund

NAV$8.51

Lazard Global Dynamic Multi Asset Portfolio Open Shares

AUM$10M

TER1.16%

Holdings604

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

GDMOX Mutual Fund Overlap Analysis

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

GDMOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 604 holdings, GDMOX may share significant positions with broad-market funds.

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