GSPQX Mutual Fund Holdings Overlap Calculator | MarketXLS

GSPQX Mutual Fund

NAV$20.57

AUM$57M

TER1.75%

Holdings187

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GSPQX Mutual Fund

NAV$20.57

Goldman Sachs US Equity Dividend and Premium Fund Class C

AUM$57M

TER1.75%

Holdings187

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

GSPQX Mutual Fund Overlap Analysis

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

GSPQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, GSPQX may share significant positions with broad-market funds.

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