GMADX Mutual Fund
GMADX Mutual Fund
NAV$42.53
TER0.58%
Holdings14
GMADX Mutual Fund
NAV$42.53
GMO Global Equity Allocation Fund Class R6
TER0.58%
Holdings14
GMADX Mutual Fund Overlap Analysis
GMADX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GMADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, GMADX may share significant positions with broad-market funds.
GMADX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GMADX tax-loss harvesting finds highly correlated but non-identical funds.