GLOBX Mutual Fund

NAV$8.47

AUM$386,268.46

TER0.65%

Holdings75

See how much of GLOBX you already own

Just $25 once·$99/mo·Download sample

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GLOBX Mutual Fund

NAV$8.47

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

AUM$386,268.46

TER0.65%

Holdings75

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

GLOBX Mutual Fund Overlap Analysis

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

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

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