BGEWX Mutual Fund Analysis & Holdings | MarketXLS

BGEWX Mutual Fund

NAV$16.60

AUM$893,711.32

TER0.87%

Holdings73

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BGEWX Mutual Fund

NAV$16.60

Baillie Gifford Emerging Markets ex China Fund Institutional Class

AUM$893,711.32

TER0.87%

Holdings73

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

BGEWX Mutual Fund Overlap Analysis

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

BGEWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, BGEWX may share significant positions with broad-market funds.

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