GMWYX Mutual Fund
GMWYX Mutual Fund
NAV$11.52
TER0.45%
Holdings35
See how much of GMWYX you already own
GMWYX Mutual Fund
NAV$11.52
MyDestination 2025 Fund Institutional Class
TER0.45%
Holdings35
See how much of GMWYX you already own
GMWYX Mutual Fund Overlap Analysis
GMWYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GMWYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, GMWYX may share significant positions with broad-market funds.
GMWYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GMWYX tax-loss harvesting finds highly correlated but non-identical funds.