GLBIX Mutual Fund
GLBIX Mutual Fund
NAV$10.81
AUM$19M
TER2.07%
Holdings259
See how much of GLBIX you already own
GLBIX Mutual Fund
NAV$10.81
Leuthold Global Fund Insti Class
AUM$19M
TER2.07%
Holdings259
See how much of GLBIX you already own
GLBIX Mutual Fund Overlap Analysis
GLBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GLBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 259 holdings, GLBIX may share significant positions with broad-market funds.
GLBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GLBIX tax-loss harvesting finds highly correlated but non-identical funds.