BGAVX Mutual Fund Analysis & Holdings | MarketXLS

BGAVX Mutual Fund

NAV$17.98

AUM$197M

TER0.52%

Holdings90

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BGAVX Mutual Fund

NAV$17.98

Baillie Gifford Global Alpha Equities Fund Class 5

AUM$197M

TER0.52%

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

BGAVX Mutual Fund Overlap Analysis

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

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

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