BGATX Mutual Fund
BGATX Mutual Fund
NAV$13.79
AUM$50M
TER0.65%
Holdings90
See how much of BGATX you already own
BGATX Mutual Fund
NAV$13.79
Baillie Gifford Global Alpha Equities Fund Class 2
AUM$50M
TER0.65%
Holdings90
See how much of BGATX you already own
BGATX Mutual Fund Overlap Analysis
BGATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BGATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, BGATX may share significant positions with broad-market funds.
BGATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BGATX tax-loss harvesting finds highly correlated but non-identical funds.