BGLAX Mutual Fund
BGLAX Mutual Fund
NAV$12.62
AUM$4M
TER1.25%
Holdings36
See how much of BGLAX you already own
BGLAX Mutual Fund
NAV$12.62
Brookfield Global Listed Infrastructure Fund Class A
AUM$4M
TER1.25%
Holdings36
See how much of BGLAX you already own
BGLAX Mutual Fund Overlap Analysis
BGLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BGLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BGLAX may share significant positions with broad-market funds.
BGLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BGLAX tax-loss harvesting finds highly correlated but non-identical funds.