BGDVX Mutual Fund

NAV$15.03

AUM$349,419.92

TER0.51%

Holdings429

BGDVX Mutual Fund

NAV$15.03

BlackRock GA Disciplined Volatility Equity Fund Class K

AUM$349,419.92

TER0.51%

Holdings429

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Holdings Overlap Analysis

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

BGDVX Mutual Fund Overlap Analysis

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

BGDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 429 holdings, BGDVX may share significant positions with broad-market funds.

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