GURCX Mutual Fund Analysis & Holdings | MarketXLS

GURCX Mutual Fund

NAV$35.48

AUM$3M

TER2.64%

Holdings126

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GURCX Mutual Fund

NAV$35.48

NAA Risk Managed Real Estate Fund Class C

AUM$3M

TER2.64%

Holdings126

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

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.