GIOSX Mutual Fund

NAV$24.44

AUM$75M

TER0.94%

Holdings1,187

See how much of GIOSX you already own

Just $25 once·$99/mo·Download sample

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GIOSX Mutual Fund

NAV$24.44

Guggenheim Macro Opportunities Fund Class R6

AUM$75M

TER0.94%

Holdings1,187

See how much of GIOSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

GIOSX Mutual Fund Overlap Analysis

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

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

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