GFCIX Mutual Fund
GFCIX Mutual Fund
NAV$35.35
AUM$212M
TER1.01%
Holdings107
See how much of GFCIX you already own
GFCIX Mutual Fund
NAV$35.35
Guggenheim Capital Stewardship Fund Institutional Class
AUM$212M
TER1.01%
Holdings107
See how much of GFCIX you already own
GFCIX Mutual Fund Overlap Analysis
GFCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GFCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, GFCIX may share significant positions with broad-market funds.
GFCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GFCIX tax-loss harvesting finds highly correlated but non-identical funds.