GTSGX Mutual Fund Analysis & Holdings | MarketXLS

GTSGX Mutual Fund

NAV$17.71

AUM$336M

TER0.90%

Holdings37

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GTSGX Mutual Fund

NAV$17.71

Madison Mid Cap Fund Class Y

AUM$336M

TER0.90%

Holdings37

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

GTSGX Mutual Fund Overlap Analysis

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

GTSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, GTSGX may share significant positions with broad-market funds.

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