GBLAX Mutual Fund
GBLAX Mutual Fund
NAV$42.29
AUM$5.4B
TER0.80%
Holdings1,201
See how much of GBLAX you already own
GBLAX Mutual Fund
NAV$42.29
American Funds Global Balanced Fund Cl A
AUM$5.4B
TER0.80%
Holdings1,201
See how much of GBLAX you already own
GBLAX Mutual Fund Overlap Analysis
GBLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
GBLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1201 holdings, GBLAX may share significant positions with broad-market funds.
GBLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. GBLAX tax-loss harvesting finds highly correlated but non-identical funds.