GLRIX Mutual Fund
GLRIX Mutual Fund
NAV$24.29
AUM$103M
TER0.98%
Holdings113
See how much of GLRIX you already own
GLRIX Mutual Fund
NAV$24.29
James Balanced Golden Rainbow Fund Institutional Class
AUM$103M
TER0.98%
Holdings113
See how much of GLRIX you already own
GLRIX Mutual Fund Overlap Analysis
GLRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GLRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, GLRIX may share significant positions with broad-market funds.
GLRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GLRIX tax-loss harvesting finds highly correlated but non-identical funds.