BGCIX Mutual Fund Analysis & Holdings | MarketXLS

BGCIX Mutual Fund

NAV$9.24

AUM$766M

TER1.39%

Holdings849

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BGCIX Mutual Fund

NAV$9.24

BlackRock Credit Relative Value Fund Institutional Class

AUM$766M

TER1.39%

Holdings849

See inside every fund you own

$149/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 BGCIX 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 BGCIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BGCIX Mutual Fund Overlap Analysis

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

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

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