GIOIX Mutual Fund
GIOIX Mutual Fund
NAV$24.43
AUM$8.8B
TER0.94%
Holdings1,187
See how much of GIOIX you already own
GIOIX Mutual Fund
NAV$24.43
Guggenheim Macro Opportunities Fund Institutional Class
AUM$8.8B
TER0.94%
Holdings1,187
See how much of GIOIX you already own
GIOIX Mutual Fund Overlap Analysis
GIOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GIOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1187 holdings, GIOIX may share significant positions with broad-market funds.
GIOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GIOIX tax-loss harvesting finds highly correlated but non-identical funds.