GMUEX Mutual Fund
GMUEX Mutual Fund
NAV$15.90
AUM$124M
TER0.48%
Holdings171
See how much of GMUEX you already own
GMUEX Mutual Fund
NAV$15.90
GMO US Equity Fund Class III
AUM$124M
TER0.48%
Holdings171
See how much of GMUEX you already own
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 171 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.