GFSBX Mutual Fund
GFSBX Mutual Fund
NAV$24.74
AUM$128M
Holdings147
See how much of GFSBX you already own
GFSBX Mutual Fund
NAV$24.74
Strategy Fund II Class II
AUM$128M
Holdings147
See how much of GFSBX you already own
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.