GSGRX Mutual Fund

NAV$55.96

AUM$350M

TER0.99%

Holdings76

GSGRX Mutual Fund

NAV$55.96

Goldman Sachs Equity Income Fund Class A Shares

AUM$350M

TER0.99%

Holdings76

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Holdings Overlap Analysis

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

GSGRX Mutual Fund Overlap Analysis

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

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

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