GISRX Mutual Fund Analysis & Holdings | MarketXLS

GISRX Mutual Fund

NAV$14.96

AUM$7,792.02

TER0.48%

Holdings28

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GISRX Mutual Fund

NAV$14.96

GuidePath Growth Allocation Fund Institutional Class

AUM$7,792.02

TER0.48%

Holdings28

See inside every fund you own

$45/quarter 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 GISRX 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 GISRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GISRX Mutual Fund Overlap Analysis

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

GISRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, GISRX may share significant positions with broad-market funds.

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