GLVYX Mutual Fund
GLVYX Mutual Fund
NAV$92.33
TER0.98%
Holdings43
GLVYX Mutual Fund
NAV$92.33
Invesco Global Focus Fund Class Y
TER0.98%
Holdings43
GLVYX Mutual Fund Overlap Analysis
GLVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GLVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, GLVYX may share significant positions with broad-market funds.
GLVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GLVYX tax-loss harvesting finds highly correlated but non-identical funds.