GRGRX Mutual Fund

NAV$55.74

AUM$1M

TER1.24%

Holdings76

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GRGRX Mutual Fund

NAV$55.74

Goldman Sachs Equity Income Fund Class R

AUM$1M

TER1.24%

Holdings76

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare GRGRX 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 GRGRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GRGRX Mutual Fund Overlap Analysis

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

GRGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, GRGRX may share significant positions with broad-market funds.

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