GSXIX Mutual Fund
GSXIX Mutual Fund
NAV$54.68
AUM$35M
TER1.11%
Holdings60
See how much of GSXIX you already own
GSXIX Mutual Fund
NAV$54.68
Abrdn US Small Cap Equity Fund Institutional Service Class
AUM$35M
TER1.11%
Holdings60
See how much of GSXIX you already own
GSXIX Mutual Fund Overlap Analysis
GSXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GSXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, GSXIX may share significant positions with broad-market funds.
GSXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GSXIX tax-loss harvesting finds highly correlated but non-identical funds.