BGISX Mutual Fund

NAV$10.24

AUM$424M

TER0.49%

Holdings190

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Just $25 once·$69/mo·Download sample

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BGISX Mutual Fund

NAV$10.24

BrandywineGLOBAL Corporate Credit Fund Class IS

AUM$424M

TER0.49%

Holdings190

See how much of BGISX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BGISX Mutual Fund Overlap Analysis

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

BGISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 190 holdings, BGISX may share significant positions with broad-market funds.

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