GIUSX Mutual Fund

NAV$15.98

AUM$2.6B

TER0.47%

Holdings1,023

See how much of GIUSX you already own

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GIUSX Mutual Fund

NAV$15.98

Guggenheim Core Bond Fund Institutional Class

AUM$2.6B

TER0.47%

Holdings1,023

See how much of GIUSX 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 GIUSX 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 GIUSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GIUSX Mutual Fund Overlap Analysis

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

GIUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1023 holdings, GIUSX may share significant positions with broad-market funds.

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