GWILX Mutual Fund Analysis & Holdings | MarketXLS

GWILX Mutual Fund

NAV$9.37

AUM$20M

TER0.85%

Holdings25

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

GWILX Mutual Fund

NAV$9.37

SMID Core Equity Portfolio

AUM$20M

TER0.85%

Holdings25

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 GWILX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings GWILX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GWILX Mutual Fund Overlap Analysis

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

GWILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, GWILX may share significant positions with broad-market funds.

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