GOTXX Mutual Fund
GOTXX Mutual Fund
NAV$1.00
AUM$3.9B
TER0.20%
Holdings138
GOTXX Mutual Fund
NAV$1.00
Federated Hermes Government Obligations Tax-Managed Fund Class IS
AUM$3.9B
TER0.20%
Holdings138
GOTXX Mutual Fund Overlap Analysis
GOTXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GOTXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 138 holdings, GOTXX may share significant positions with broad-market funds.
GOTXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GOTXX tax-loss harvesting finds highly correlated but non-identical funds.