BGCAX Mutual Fund Analysis & Holdings | MarketXLS

BGCAX Mutual Fund

NAV$9.25

AUM$35M

TER1.59%

Holdings849

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BGCAX Mutual Fund

NAV$9.25

BlackRock Credit Relative Value Fund Class A

AUM$35M

TER1.59%

Holdings849

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

BGCAX Mutual Fund Overlap Analysis

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

BGCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 849 holdings, BGCAX may share significant positions with broad-market funds.

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