BBTGX Mutual Fund
BBTGX Mutual Fund
NAV$44.79
AUM$58M
TER1.05%
Holdings111
See how much of BBTGX you already own
BBTGX Mutual Fund
NAV$44.79
Sterling Capital Behavioral Large Cap Value Equity Fund Class A
AUM$58M
TER1.05%
Holdings111
See how much of BBTGX you already own
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.