BGAKX Mutual Fund Analysis & Holdings | MarketXLS

BGAKX Mutual Fund

NAV$13.84

AUM$258M

TER0.66%

Holdings90

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BGAKX Mutual Fund

NAV$13.84

Baillie Gifford Global Alpha Equities Fund Class K

AUM$258M

TER0.66%

Holdings90

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

BGAKX Mutual Fund Overlap Analysis

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

BGAKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, BGAKX may share significant positions with broad-market funds.

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