GESIX Mutual Fund

NAV$19.17

AUM$80M

TER0.86%

Holdings69

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GESIX Mutual Fund

NAV$19.17

Lazard Global Equity Select Portfolio Institutional Shares

AUM$80M

TER0.86%

Holdings69

See inside every fund you own

$99/yr 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 GESIX 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 GESIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GESIX Mutual Fund Overlap Analysis

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

GESIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, GESIX may share significant positions with broad-market funds.

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