GGEFX Mutual Fund
GGEFX Mutual Fund
NAV$25.08
AUM$76M
TER1.26%
Holdings28
See how much of GGEFX you already own
GGEFX Mutual Fund
NAV$25.08
Summitry Equity Fund
AUM$76M
TER1.26%
Holdings28
See how much of GGEFX you already own
GGEFX Mutual Fund Overlap Analysis
GGEFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GGEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, GGEFX may share significant positions with broad-market funds.
GGEFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GGEFX tax-loss harvesting finds highly correlated but non-identical funds.