BGASX Mutual Fund
BGASX Mutual Fund
NAV$13.86
AUM$29M
TER0.74%
Holdings90
BGASX Mutual Fund
NAV$13.86
Baillie Gifford Global Alpha Equities Fund Institutional Class
AUM$29M
TER0.74%
Holdings90
BGASX Mutual Fund Overlap Analysis
BGASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BGASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, BGASX may share significant positions with broad-market funds.
BGASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BGASX tax-loss harvesting finds highly correlated but non-identical funds.