GOODX Mutual Fund
NAV$51.09
AUM$254M
TER1.10%
Holdings26
GOODX Mutual Fund
NAV$51.09
GoodHaven Fund
AUM$254M
TER1.10%
Holdings26

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GOODX Mutual Fund Overlap Analysis
GOODX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GOODX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, GOODX may share significant positions with broad-market funds.
GOODX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GOODX tax-loss harvesting finds highly correlated but non-identical funds.