BGEEX Mutual Fund Analysis & Holdings | MarketXLS

BGEEX Mutual Fund

NAV$19.01

AUM$398,428.57

TER0.47%

Holdings273

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BGEEX Mutual Fund

NAV$19.01

BlackRock GA Dynamic Equity Fund Class K

AUM$398,428.57

TER0.47%

Holdings273

See inside every fund you own

$45/quarter 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 BGEEX 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 BGEEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BGEEX Mutual Fund Overlap Analysis

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

BGEEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 273 holdings, BGEEX may share significant positions with broad-market funds.

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