GMOYX Mutual Fund Analysis & Holdings | MarketXLS

GMOYX Mutual Fund

NAV$18.25

TER0.86%

Holdings62

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GMOYX Mutual Fund

NAV$18.25

GMO Resource Transition Fund Class VI

TER0.86%

Holdings62

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

GMOYX Mutual Fund Overlap Analysis

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

GMOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, GMOYX may share significant positions with broad-market funds.

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