GUSYX Mutual Fund
GUSYX Mutual Fund
NAV$23.30
AUM$18M
TER0.90%
Holdings54
See how much of GUSYX you already own
GUSYX Mutual Fund
NAV$23.30
Grandeur Peak US Stalwarts Fund Institutional Class
AUM$18M
TER0.90%
Holdings54
See how much of GUSYX you already own
GUSYX Mutual Fund Overlap Analysis
GUSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GUSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, GUSYX may share significant positions with broad-market funds.
GUSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GUSYX tax-loss harvesting finds highly correlated but non-identical funds.