GIFIX Mutual Fund
GIFIX Mutual Fund
NAV$23.19
AUM$358M
TER0.81%
Holdings333
See how much of GIFIX you already own
GIFIX Mutual Fund
NAV$23.19
Guggenheim Floating Rate Strategies Fund Institutional Class
AUM$358M
TER0.81%
Holdings333
See how much of GIFIX you already own
GIFIX Mutual Fund Overlap Analysis
GIFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, GIFIX may share significant positions with broad-market funds.
GIFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIFIX tax-loss harvesting finds highly correlated but non-identical funds.