GMAEX Mutual Fund

NAV$11.65

AUM$97M

TER0.41%

Holdings66

GMAEX Mutual Fund

NAV$11.65

GMO Quality Cyclicals Fund Class VI

AUM$97M

TER0.41%

Holdings66

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Holdings Overlap Analysis

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

GMAEX Mutual Fund Overlap Analysis

GMAEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

GMAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, GMAEX may share significant positions with broad-market funds.

GMAEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GMAEX tax-loss harvesting finds highly correlated but non-identical funds.