BBTGX Mutual Fund
BBTGX Mutual Fund
NAV$44.33
AUM$56M
TER1.05%
Holdings111
BBTGX Mutual Fund
NAV$44.33
Sterling Capital Behavioral Large Cap Value Equity Fund Class A
AUM$56M
TER1.05%
Holdings111
BBTGX Mutual Fund Overlap Analysis
BBTGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BBTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, BBTGX may share significant positions with broad-market funds.
BBTGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BBTGX tax-loss harvesting finds highly correlated but non-identical funds.