GRSIX Mutual Fund
GRSIX Mutual Fund
NAV$76.18
AUM$15M
TER1.00%
Holdings32
See how much of GRSIX you already own
GRSIX Mutual Fund
NAV$76.18
Brookfield Next Generation Infrastructure Fund Class I
AUM$15M
TER1.00%
Holdings32
See how much of GRSIX you already own
GRSIX Mutual Fund Overlap Analysis
GRSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GRSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, GRSIX may share significant positions with broad-market funds.
GRSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GRSIX tax-loss harvesting finds highly correlated but non-identical funds.