GVIRX Mutual Fund Analysis & Holdings | MarketXLS

GVIRX Mutual Fund

NAV$20.57

AUM$511M

TER0.75%

Holdings187

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GVIRX Mutual Fund

NAV$20.57

Goldman Sachs US Equity Dividend and Premium Fund Investor Class

AUM$511M

TER0.75%

Holdings187

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

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.