GSRAX Mutual Fund Analysis & Holdings | MarketXLS

GSRAX Mutual Fund

NAV$12.17

AUM$228M

TER1.01%

Holdings112

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GSRAX Mutual Fund

NAV$12.17

Goldman Sachs Rising Dividend Growth Fund Class A

AUM$228M

TER1.01%

Holdings112

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

GSRAX Mutual Fund Overlap Analysis

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

GSRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, GSRAX may share significant positions with broad-market funds.

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