GWSVX Mutual Fund

NAV$18.04

AUM$4M

TER1.66%

Holdings41

See how much of GWSVX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

GWSVX Mutual Fund

NAV$18.04

The Gabelli Focused Growth and Income Fund Class AAA

AUM$4M

TER1.66%

Holdings41

See how much of GWSVX 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 GWSVX 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 GWSVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

GWSVX Mutual Fund Overlap Analysis

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

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

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