GMSDX Mutual Fund
GMSDX Mutual Fund
NAV$7.00
TER1.47%
Holdings72
See how much of GMSDX you already own
GMSDX Mutual Fund
NAV$7.00
Invesco Macro Allocation Strategy Fund Class A
TER1.47%
Holdings72
See how much of GMSDX you already own
GMSDX Mutual Fund Overlap Analysis
GMSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GMSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, GMSDX may share significant positions with broad-market funds.
GMSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GMSDX tax-loss harvesting finds highly correlated but non-identical funds.