GLFOX Mutual Fund
GLFOX Mutual Fund
NAV$18.99
AUM$322M
TER1.21%
Holdings66
GLFOX Mutual Fund
NAV$18.99
Lazard Global Listed Infrastructure Portfolio Open Shares
AUM$322M
TER1.21%
Holdings66
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 66 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.