GUSTX Mutual Fund

NAV$5.01

TER0.09%

Holdings16

GUSTX Mutual Fund

NAV$5.01

GMO US Treasury Fund

TER0.09%

Holdings16

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Holdings Overlap Analysis

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

GUSTX Mutual Fund Overlap Analysis

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

GUSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, GUSTX may share significant positions with broad-market funds.

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