BCEGX Mutual Fund Analysis & Holdings | MarketXLS

BCEGX Mutual Fund

NAV$18.62

AUM$28M

TER1.82%

Holdings33

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BCEGX Mutual Fund

NAV$18.62

Sterling Capital Equity Income Fund Class C

AUM$28M

TER1.82%

Holdings33

See inside every fund you own

$45/quarter 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 BCEGX 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 BCEGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.