GFVSX Mutual Fund

NAV$14.10

AUM$2M

TER0.69%

Holdings34

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GFVSX Mutual Fund

NAV$14.10

Goldman Sachs Focused Value Fund Institutional Class

AUM$2M

TER0.69%

Holdings34

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

GFVSX Mutual Fund Overlap Analysis

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

GFVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, GFVSX may share significant positions with broad-market funds.

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