GMSJX Mutual Fund Analysis & Holdings | MarketXLS

GMSJX Mutual Fund

NAV$7.00

AUM$120,534.24

TER1.72%

Holdings72

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GMSJX Mutual Fund

NAV$7.00

Invesco Macro Allocation Strategy Fund Class R

AUM$120,534.24

TER1.72%

Holdings72

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

GMSJX Mutual Fund Overlap Analysis

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

GMSJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, GMSJX may share significant positions with broad-market funds.

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