BCAKX Mutual Fund

NAV$8.85

AUM$523,266.79

TER0.87%

Holdings32

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BCAKX Mutual Fund

NAV$8.85

Baillie Gifford China A Shares Growth Fund Class K

AUM$523,266.79

TER0.87%

Holdings32

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BCAKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BCAKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BCAKX Mutual Fund Overlap Analysis

BCAKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BCAKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, BCAKX may share significant positions with broad-market funds.

BCAKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BCAKX tax-loss harvesting finds highly correlated but non-identical funds.