GMSMX Mutual Fund

NAV$24.29

AUM$97M

TER1.16%

Holdings1,178

See how much of GMSMX you already own

Just $25 once·$69/mo·Download sample

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GMSMX Mutual Fund

NAV$24.29

GuideMark Small/Mid Cap Core Fund Service Class

AUM$97M

TER1.16%

Holdings1,178

See how much of GMSMX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

GMSMX Mutual Fund Overlap Analysis

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

GMSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1178 holdings, GMSMX may share significant positions with broad-market funds.

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