GXXIX Mutual Fund
GXXIX Mutual Fund
NAV$14.78
AUM$108M
TER0.96%
Holdings39
See how much of GXXIX you already own
GXXIX Mutual Fund
NAV$14.78
abrdn US Sustainable Leaders Fund Institutional Service Class
AUM$108M
TER0.96%
Holdings39
See how much of GXXIX you already own
GXXIX Mutual Fund Overlap Analysis
GXXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GXXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, GXXIX may share significant positions with broad-market funds.
GXXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GXXIX tax-loss harvesting finds highly correlated but non-identical funds.