GUMCX Mutual Fund Holdings Overlap Calculator | MarketXLS

GUMCX Mutual Fund

NAV$21.35

AUM$22,346.31

TER2.35%

Holdings29

See what you own twice

Check GUMCX against your other funds. Free for up to 5.

Check my overlap

GUMCX Mutual Fund

NAV$21.35

NAA Market Neutral Real Estate Fund Class C

AUM$22,346.31

TER2.35%

Holdings29

See what you own twice

Check GUMCX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

GUMCX Mutual Fund Overlap Analysis

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

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

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