GLOCX Mutual Fund

NAV$8.31

AUM$26,130.1

TER1.75%

Holdings75

GLOCX Mutual Fund

NAV$8.31

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

AUM$26,130.1

TER1.75%

Holdings75

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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.