GURAX Mutual Fund
GURAX Mutual Fund
NAV$34.64
AUM$11M
TER1.94%
Holdings126
See how much of GURAX you already own
GURAX Mutual Fund
NAV$34.64
NAA Risk Managed Real Estate Fund Class A
AUM$11M
TER1.94%
Holdings126
See how much of GURAX you already own
GURAX Mutual Fund Overlap Analysis
GURAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GURAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, GURAX may share significant positions with broad-market funds.
GURAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GURAX tax-loss harvesting finds highly correlated but non-identical funds.