GLOAX Mutual Fund Analysis & Holdings | MarketXLS

GLOAX Mutual Fund

NAV$8.43

AUM$285,882.02

TER1.00%

Holdings75

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GLOAX Mutual Fund

NAV$8.43

BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class IS

AUM$285,882.02

TER1.00%

Holdings75

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

GLOAX Mutual Fund Overlap Analysis

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

GLOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, GLOAX may share significant positions with broad-market funds.

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