GIKRX Mutual Fund
GIKRX Mutual Fund
NAV$24.40
AUM$361M
TER0.42%
Holdings909
See how much of GIKRX you already own
GIKRX Mutual Fund
NAV$24.40
Guggenheim Limited Duration Fund Class R6
AUM$361M
TER0.42%
Holdings909
See how much of GIKRX you already own
GIKRX Mutual Fund Overlap Analysis
GIKRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIKRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 909 holdings, GIKRX may share significant positions with broad-market funds.
GIKRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIKRX tax-loss harvesting finds highly correlated but non-identical funds.