GUTEX Mutual Fund Analysis & Holdings | MarketXLS

GUTEX Mutual Fund

NAV$8.22

AUM$11M

TER0.81%

Holdings61

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GUTEX Mutual Fund

NAV$8.22

Victory Tax-Exempt Fund Class A

AUM$11M

TER0.81%

Holdings61

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

GUTEX Mutual Fund Overlap Analysis

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

GUTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, GUTEX may share significant positions with broad-market funds.

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