GGSOX Mutual Fund Analysis & Holdings | MarketXLS

GGSOX Mutual Fund

NAV$18.37

AUM$11M

TER1.35%

Holdings85

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GGSOX Mutual Fund

NAV$18.37

Grandeur Peak Global Stalwarts Fund Investor Class

AUM$11M

TER1.35%

Holdings85

See inside every fund you own

$45/quarter 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 GGSOX 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 GGSOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GGSOX Mutual Fund Overlap Analysis

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

GGSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, GGSOX may share significant positions with broad-market funds.

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