GFSBX Mutual Fund
GFSBX Mutual Fund
NAV$24.74
AUM$128M
Holdings147
GFSBX Mutual Fund
NAV$24.74
Strategy Fund II Class II
AUM$128M
Holdings147
GFSBX Mutual Fund Overlap Analysis
GFSBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GFSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 147 holdings, GFSBX may share significant positions with broad-market funds.
GFSBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GFSBX tax-loss harvesting finds highly correlated but non-identical funds.