GURIX Mutual Fund

NAV$36.13

AUM$175M

TER1.62%

Holdings126

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GURIX Mutual Fund

NAV$36.13

NAA Risk Managed Real Estate Fund Institutional Class

AUM$175M

TER1.62%

Holdings126

See how much of GURIX you already own

Just $25 once·$99/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 GURIX 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 GURIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GURIX Mutual Fund Overlap Analysis

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

GURIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, GURIX may share significant positions with broad-market funds.

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