GIOIX Mutual Fund

NAV$24.51

AUM$8.8B

TER0.94%

Holdings1,187

GIOIX Mutual Fund

NAV$24.51

Guggenheim Macro Opportunities Fund Institutional Class

AUM$8.8B

TER0.94%

Holdings1,187

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Holdings Overlap Analysis

Compare GIOIX 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 GIOIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.