GLRBX Mutual Fund

NAV$25.50

AUM$312M

TER1.23%

Holdings113

GLRBX Mutual Fund

NAV$25.50

James Balanced Golden Rainbow Fund Retail Class

AUM$312M

TER1.23%

Holdings113

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Holdings Overlap Analysis

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

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.