GURPX Mutual Fund
GURPX Mutual Fund
NAV$31.40
AUM$8M
TER1.60%
Holdings126
See how much of GURPX you already own
GURPX Mutual Fund
NAV$31.40
NAA Risk Managed Real Estate Fund Class P
AUM$8M
TER1.60%
Holdings126
See how much of GURPX you already own
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.