GISYX Mutual Fund Analysis & Holdings | MarketXLS

GISYX Mutual Fund

NAV$20.73

AUM$1.2B

TER0.90%

Holdings77

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GISYX Mutual Fund

NAV$20.73

Grandeur Peak International Stalwarts Fund Institutional Class

AUM$1.2B

TER0.90%

Holdings77

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

GISYX Mutual Fund Overlap Analysis

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

GISYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, GISYX may share significant positions with broad-market funds.

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