GWSAX Mutual Fund

NAV$18.22

AUM$22M

TER1.25%

Holdings41

See how much of GWSAX you already own

Just $25 once·$69/mo·Download sample

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GWSAX Mutual Fund

NAV$18.22

The Gabelli Focused Growth and Income Fund Class A

AUM$22M

TER1.25%

Holdings41

See how much of GWSAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

GWSAX Mutual Fund Overlap Analysis

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

GWSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, GWSAX may share significant positions with broad-market funds.

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