GUMAX Mutual Fund

NAV$22.65

AUM$304,443.5

TER1.60%

Holdings29

See how much of GUMAX you already own

Just $25 once·$69/mo·Download sample

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GUMAX Mutual Fund

NAV$22.65

NAA Market Neutral Real Estate Fund Class A

AUM$304,443.5

TER1.60%

Holdings29

See how much of GUMAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

GUMAX Mutual Fund Overlap Analysis

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

GUMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, GUMAX may share significant positions with broad-market funds.

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