BGCXX Mutual Fund Holdings Overlap Calculator | MarketXLS

BGCXX Mutual Fund

NAV$1.00

TER0.25%

Holdings124

See what you own twice

Check BGCXX against your other funds. Free for up to 5.

Check my overlap

BGCXX Mutual Fund

NAV$1.00

Northern Institutional US Government Portfolio Service Class

TER0.25%

Holdings124

See what you own twice

Check BGCXX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BGCXX Mutual Fund Overlap Analysis

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

BGCXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, BGCXX may share significant positions with broad-market funds.

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