BGAIX Mutual Fund Analysis & Holdings | MarketXLS

BGAIX Mutual Fund

NAV$60.92

TER0.90%

Holdings47

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BGAIX Mutual Fund

NAV$60.92

Baron Global Opportunity Fund Institutional Class

TER0.90%

Holdings47

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 BGAIX 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 BGAIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BGAIX Mutual Fund Overlap Analysis

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

BGAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, BGAIX may share significant positions with broad-market funds.

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