GILFX Mutual Fund
GILFX Mutual Fund
NAV$24.45
AUM$36M
TER1.47%
Holdings909
See how much of GILFX you already own
GILFX Mutual Fund
NAV$24.45
Guggenheim Limited Duration Fund Class C
AUM$36M
TER1.47%
Holdings909
See how much of GILFX you already own
GILFX Mutual Fund Overlap Analysis
GILFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GILFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 909 holdings, GILFX may share significant positions with broad-market funds.
GILFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GILFX tax-loss harvesting finds highly correlated but non-identical funds.