BGCBX Mutual Fund
BGCBX Mutual Fund
NAV$6.57
AUM$2M
TER0.96%
Holdings57
See how much of BGCBX you already own
BGCBX Mutual Fund
NAV$6.57
Baillie Gifford China Equities Fund Class Institutional
AUM$2M
TER0.96%
Holdings57
See how much of BGCBX you already own
BGCBX Mutual Fund Overlap Analysis
BGCBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BGCBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, BGCBX may share significant positions with broad-market funds.
BGCBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BGCBX tax-loss harvesting finds highly correlated but non-identical funds.