GFSZX Mutual Fund
GFSZX Mutual Fund
NAV$9.17
AUM$54M
TER1.69%
Holdings1,470
See how much of GFSZX you already own
GFSZX Mutual Fund
NAV$9.17
Strategic Alternatives Fund Investor Class
AUM$54M
TER1.69%
Holdings1,470
See how much of GFSZX you already own
GFSZX Mutual Fund Overlap Analysis
GFSZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GFSZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1470 holdings, GFSZX may share significant positions with broad-market funds.
GFSZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GFSZX tax-loss harvesting finds highly correlated but non-identical funds.