GSGRX Mutual Fund
GSGRX Mutual Fund
NAV$56.57
AUM$359M
TER0.99%
Holdings75
See how much of GSGRX you already own
GSGRX Mutual Fund
NAV$56.57
Goldman Sachs Equity Income Fund Class A Shares
AUM$359M
TER0.99%
Holdings75
See how much of GSGRX you already own
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 75 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.