GISTX Mutual Fund Analysis & Holdings | MarketXLS

GISTX Mutual Fund

NAV$33.52

AUM$21M

TER0.92%

Holdings37

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GISTX Mutual Fund

NAV$33.52

Goldman Sachs Technology Opportunities Fund Investor Class

AUM$21M

TER0.92%

Holdings37

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

GISTX Mutual Fund Overlap Analysis

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

GISTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, GISTX may share significant positions with broad-market funds.

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