GURPX Mutual Fund Analysis & Holdings | MarketXLS

GURPX Mutual Fund

NAV$31.40

AUM$8M

TER1.60%

Holdings126

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GURPX Mutual Fund

NAV$31.40

NAA Risk Managed Real Estate Fund Class P

AUM$8M

TER1.60%

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

GURPX Mutual Fund Overlap Analysis

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

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

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