GRGUX Mutual Fund
GRGUX Mutual Fund
NAV$57.67
AUM$11M
TER0.68%
Holdings75
See how much of GRGUX you already own
GRGUX Mutual Fund
NAV$57.67
Goldman Sachs Equity Income Fund Class R6
AUM$11M
TER0.68%
Holdings75
See how much of GRGUX you already own
GRGUX Mutual Fund Overlap Analysis
GRGUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GRGUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, GRGUX may share significant positions with broad-market funds.
GRGUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GRGUX tax-loss harvesting finds highly correlated but non-identical funds.