GSBGX Mutual Fund
GSBGX Mutual Fund
NAV$25.98
TER0.67%
Holdings46
See how much of GSBGX you already own
GSBGX Mutual Fund
NAV$25.98
GMO Small Cap Quality Fund Class VI
TER0.67%
Holdings46
See how much of GSBGX you already own
GSBGX Mutual Fund Overlap Analysis
GSBGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GSBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, GSBGX may share significant positions with broad-market funds.
GSBGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GSBGX tax-loss harvesting finds highly correlated but non-identical funds.