BCEGX Mutual Fund
BCEGX Mutual Fund
NAV$17.97
AUM$27M
TER1.82%
Holdings33
See how much of BCEGX you already own
BCEGX Mutual Fund
NAV$17.97
Sterling Capital Equity Income Fund Class C
AUM$27M
TER1.82%
Holdings33
See how much of BCEGX you already own
BCEGX Mutual Fund Overlap Analysis
BCEGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BCEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, BCEGX may share significant positions with broad-market funds.
BCEGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BCEGX tax-loss harvesting finds highly correlated but non-identical funds.