GIOAX Mutual Fund

NAV$24.47

AUM$297M

TER1.29%

Holdings1,187

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GIOAX Mutual Fund

NAV$24.47

Guggenheim Macro Opportunities Fund Class A

AUM$297M

TER1.29%

Holdings1,187

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare GIOAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GIOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GIOAX Mutual Fund Overlap Analysis

GIOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

GIOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1187 holdings, GIOAX may share significant positions with broad-market funds.

GIOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIOAX tax-loss harvesting finds highly correlated but non-identical funds.