GVIRX Mutual Fund
GVIRX Mutual Fund
NAV$20.75
AUM$513M
TER0.75%
Holdings187
See how much of GVIRX you already own
GVIRX Mutual Fund
NAV$20.75
Goldman Sachs US Equity Dividend and Premium Fund Investor Class
AUM$513M
TER0.75%
Holdings187
See how much of GVIRX you already own
GVIRX Mutual Fund Overlap Analysis
GVIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GVIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, GVIRX may share significant positions with broad-market funds.
GVIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GVIRX tax-loss harvesting finds highly correlated but non-identical funds.