BGFRX Mutual Fund Analysis & Holdings | MarketXLS

BGFRX Mutual Fund

NAV$12.04

TER0.85%

Holdings55

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BGFRX Mutual Fund

NAV$12.04

William Blair Growth Fund Class R6

TER0.85%

Holdings55

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

BGFRX Mutual Fund Overlap Analysis

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

BGFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, BGFRX may share significant positions with broad-market funds.

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