BGEFX Mutual Fund Analysis & Holdings | MarketXLS

BGEFX Mutual Fund

NAV$15.08

AUM$639M

TER0.47%

Holdings66

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BGEFX Mutual Fund

NAV$15.08

Baillie Gifford International Growth Fund Class 4

AUM$639M

TER0.47%

Holdings66

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

BGEFX Mutual Fund Overlap Analysis

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

BGEFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, BGEFX may share significant positions with broad-market funds.

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