GURCX Mutual Fund
GURCX Mutual Fund
NAV$34.02
AUM$3M
TER2.64%
Holdings126
See how much of GURCX you already own
GURCX Mutual Fund
NAV$34.02
NAA Risk Managed Real Estate Fund Class C
AUM$3M
TER2.64%
Holdings126
See how much of GURCX you already own
GURCX Mutual Fund Overlap Analysis
GURCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GURCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, GURCX may share significant positions with broad-market funds.
GURCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GURCX tax-loss harvesting finds highly correlated but non-identical funds.