GIBCX Mutual Fund
GIBCX Mutual Fund
NAV$23.36
AUM$108M
TER1.52%
Holdings1,932
See how much of GIBCX you already own
GIBCX Mutual Fund
NAV$23.36
Guggenheim Total Return Bond Fund Class C
AUM$108M
TER1.52%
Holdings1,932
See how much of GIBCX you already own
GIBCX Mutual Fund Overlap Analysis
GIBCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1932 holdings, GIBCX may share significant positions with broad-market funds.
GIBCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIBCX tax-loss harvesting finds highly correlated but non-identical funds.