GRGUX Mutual Fund Analysis & Holdings | MarketXLS

GRGUX Mutual Fund

NAV$58.16

AUM$11M

TER0.68%

Holdings76

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GRGUX Mutual Fund

NAV$58.16

Goldman Sachs Equity Income Fund Class R6

AUM$11M

TER0.68%

Holdings76

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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 76 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.