GMVRX Mutual Fund

NAV$19.16

AUM$49,637.41

TER1.42%

Holdings98

See how much of GMVRX you already own

Just $25 once·$99/mo·Download sample

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GMVRX Mutual Fund

NAV$19.16

Goldman Sachs Small/Mid Cap Value Fund Class R

AUM$49,637.41

TER1.42%

Holdings98

See how much of GMVRX you already own

Just $25 once·$99/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 GMVRX 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 GMVRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GMVRX Mutual Fund Overlap Analysis

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

GMVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, GMVRX may share significant positions with broad-market funds.

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