GSOFX Mutual Fund
GSOFX Mutual Fund
NAV$24.82
TER1.22%
Holdings14
See how much of GSOFX you already own
GSOFX Mutual Fund
NAV$24.82
GMO Special Opportunities Fund Class VI
TER1.22%
Holdings14
See how much of GSOFX you already own
GSOFX Mutual Fund Overlap Analysis
GSOFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GSOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, GSOFX may share significant positions with broad-market funds.
GSOFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GSOFX tax-loss harvesting finds highly correlated but non-identical funds.