GLOCX Mutual Fund

NAV$8.31

AUM$26,130.1

TER1.75%

Holdings75

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GLOCX Mutual Fund

NAV$8.31

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

AUM$26,130.1

TER1.75%

Holdings75

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

GLOCX Mutual Fund Overlap Analysis

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

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

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