GUGAX Mutual Fund Holdings Overlap Calculator | MarketXLS

GUGAX Mutual Fund

NAV$17.48

TER0.44%

Holdings156

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GUGAX Mutual Fund

NAV$17.48

GMO Multi-Sector Fixed Income Fund Class III

TER0.44%

Holdings156

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

GUGAX Mutual Fund Overlap Analysis

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

GUGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 156 holdings, GUGAX may share significant positions with broad-market funds.

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