BGCDX Mutual Fund

NAV$6.85

AUM$348,793.78

TER0.87%

Holdings57

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BGCDX Mutual Fund

NAV$6.85

Baillie Gifford China Equities Fund Class K

AUM$348,793.78

TER0.87%

Holdings57

See inside every fund you own

$99/yr 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 BGCDX 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 BGCDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BGCDX Mutual Fund Overlap Analysis

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

BGCDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, BGCDX may share significant positions with broad-market funds.

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