GFSDX Mutual Fund Holdings Overlap Calculator | MarketXLS

GFSDX Mutual Fund

NAV$41.14

AUM$1.2B

TER0.65%

Holdings82

See what you own twice

Check GFSDX against your other funds. Free for up to 5.

Check my overlap

GFSDX Mutual Fund

NAV$41.14

Columbia Dividend Income Fund Class S

AUM$1.2B

TER0.65%

Holdings82

See what you own twice

Check GFSDX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

GFSDX Mutual Fund Overlap Analysis

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

GFSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, GFSDX may share significant positions with broad-market funds.

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