BGLCX Mutual Fund

NAV$12.73

AUM$570,863.77

TER2.00%

Holdings36

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BGLCX Mutual Fund

NAV$12.73

Brookfield Global Listed Infrastructure Fund Class C

AUM$570,863.77

TER2.00%

Holdings36

See inside every fund you own

$99/yr 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 BGLCX 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 BGLCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BGLCX Mutual Fund Overlap Analysis

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

BGLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BGLCX may share significant positions with broad-market funds.

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