GSMRX Mutual Fund
GSMRX Mutual Fund
NAV$23.51
AUM$8M
Holdings1,178
See how much of GSMRX you already own
GSMRX Mutual Fund
NAV$23.51
GuideMark Small/Mid Cap Core Fund Class RS
AUM$8M
Holdings1,178
See how much of GSMRX you already own
GSMRX Mutual Fund Overlap Analysis
GSMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GSMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1178 holdings, GSMRX may share significant positions with broad-market funds.
GSMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GSMRX tax-loss harvesting finds highly correlated but non-identical funds.