BFGBX Mutual Fund
BFGBX Mutual Fund
NAV$40.02
AUM$608M
TER0.62%
Holdings36
See how much of BFGBX you already own
BFGBX Mutual Fund
NAV$40.02
BlackRock Capital Appreciation Fund, Inc. Class K
AUM$608M
TER0.62%
Holdings36
See how much of BFGBX you already own
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 36 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.