GLRBX Mutual Fund
GLRBX Mutual Fund
NAV$25.28
AUM$319M
TER1.23%
Holdings113
See how much of GLRBX you already own
GLRBX Mutual Fund
NAV$25.28
James Balanced Golden Rainbow Fund Retail Class
AUM$319M
TER1.23%
Holdings113
See how much of GLRBX you already own
GLRBX Mutual Fund Overlap Analysis
GLRBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GLRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, GLRBX may share significant positions with broad-market funds.
GLRBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GLRBX tax-loss harvesting finds highly correlated but non-identical funds.