GUSOX Mutual Fund
GUSOX Mutual Fund
NAV$22.91
TER0.43%
Holdings166
See how much of GUSOX you already own
GUSOX Mutual Fund
NAV$22.91
GMO US Opportunistic Value Fund Class IV
TER0.43%
Holdings166
See how much of GUSOX you already own
GUSOX Mutual Fund Overlap Analysis
GUSOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GUSOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 166 holdings, GUSOX may share significant positions with broad-market funds.
GUSOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GUSOX tax-loss harvesting finds highly correlated but non-identical funds.