GREAX Mutual Fund
GREAX Mutual Fund
NAV$8.94
AUM$12M
TER1.21%
Holdings35
GREAX Mutual Fund
NAV$8.94
Goldman Sachs Real Estate Securities Fund Class A
AUM$12M
TER1.21%
Holdings35
GREAX Mutual Fund Overlap Analysis
GREAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GREAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, GREAX may share significant positions with broad-market funds.
GREAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GREAX tax-loss harvesting finds highly correlated but non-identical funds.