GVALX Mutual Fund

NAV$16.18

AUM$32M

TER0.75%

Holdings247

GVALX Mutual Fund

NAV$16.18

Gotham Large Value Fund Institutional Class

AUM$32M

TER0.75%

Holdings247

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Holdings Overlap Analysis

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

GVALX Mutual Fund Overlap Analysis

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

GVALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 247 holdings, GVALX may share significant positions with broad-market funds.

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