GPGAX Mutual Fund
GPGAX Mutual Fund
NAV$12.84
AUM$11M
TER0.80%
Holdings82
GPGAX Mutual Fund
NAV$12.84
BNY Mellon US Mortgage Fund Class A
AUM$11M
TER0.80%
Holdings82
GPGAX Mutual Fund Overlap Analysis
GPGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GPGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, GPGAX may share significant positions with broad-market funds.
GPGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GPGAX tax-loss harvesting finds highly correlated but non-identical funds.