GIFAX Mutual Fund
GIFAX Mutual Fund
NAV$22.73
AUM$95M
TER1.05%
Holdings330
See how much of GIFAX you already own
GIFAX Mutual Fund
NAV$22.73
Guggenheim Floating Rate Strategies Fund Class A
AUM$95M
TER1.05%
Holdings330
See how much of GIFAX you already own
GIFAX Mutual Fund Overlap Analysis
GIFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 330 holdings, GIFAX may share significant positions with broad-market funds.
GIFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIFAX tax-loss harvesting finds highly correlated but non-identical funds.