GIBAX Mutual Fund
GIBAX Mutual Fund
NAV$23.07
AUM$439M
TER0.77%
Holdings2,065
See how much of GIBAX you already own
GIBAX Mutual Fund
NAV$23.07
Guggenheim Total Return Bond Fund Class A
AUM$439M
TER0.77%
Holdings2,065
See how much of GIBAX you already own
GIBAX Mutual Fund Overlap Analysis
GIBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2065 holdings, GIBAX may share significant positions with broad-market funds.
GIBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIBAX tax-loss harvesting finds highly correlated but non-identical funds.