BGAKX Mutual Fund
BGAKX Mutual Fund
NAV$13.50
AUM$150M
TER0.66%
Holdings90
See how much of BGAKX you already own
BGAKX Mutual Fund
NAV$13.50
Baillie Gifford Global Alpha Equities Fund Class K
AUM$150M
TER0.66%
Holdings90
See how much of BGAKX you already own
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.