GLFOX Mutual Fund
GLFOX Mutual Fund
NAV$17.66
AUM$313M
TER1.21%
Holdings64
See how much of GLFOX you already own
GLFOX Mutual Fund
NAV$17.66
Lazard Global Listed Infrastructure Portfolio Open Shares
AUM$313M
TER1.21%
Holdings64
See how much of GLFOX you already own
GLFOX Mutual Fund Overlap Analysis
GLFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GLFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, GLFOX may share significant positions with broad-market funds.
GLFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GLFOX tax-loss harvesting finds highly correlated but non-identical funds.