GMUEX Mutual Fund Holdings Overlap Calculator | MarketXLS

GMUEX Mutual Fund

NAV$16.14

AUM$124M

TER0.48%

Holdings156

See what you own twice

Check GMUEX against your other funds. Free for up to 5.

Check my overlap

GMUEX Mutual Fund

NAV$16.14

GMO US Equity Fund Class III

AUM$124M

TER0.48%

Holdings156

See what you own twice

Check GMUEX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

Compare GMUEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GMUEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GMUEX Mutual Fund Overlap Analysis

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

GMUEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 156 holdings, GMUEX may share significant positions with broad-market funds.

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