GIFSX Mutual Fund
GIFSX Mutual Fund
NAV$23.19
AUM$3M
TER0.80%
Holdings333
See how much of GIFSX you already own
GIFSX Mutual Fund
NAV$23.19
Guggenheim Floating Rate Strategies Fund Class R6
AUM$3M
TER0.80%
Holdings333
See how much of GIFSX you already own
GIFSX Mutual Fund Overlap Analysis
GIFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 333 holdings, GIFSX may share significant positions with broad-market funds.
GIFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIFSX tax-loss harvesting finds highly correlated but non-identical funds.