BFGBX Mutual Fund
BFGBX Mutual Fund
NAV$41.17
AUM$602M
TER0.62%
Holdings38
BFGBX Mutual Fund
NAV$41.17
BlackRock Capital Appreciation Fund, Inc. Class K
AUM$602M
TER0.62%
Holdings38
BFGBX Mutual Fund Overlap Analysis
BFGBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, BFGBX may share significant positions with broad-market funds.
BFGBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFGBX tax-loss harvesting finds highly correlated but non-identical funds.