BGLFX Mutual Fund Analysis & Holdings | MarketXLS

BGLFX Mutual Fund

NAV$27.07

AUM$47M

TER0.65%

Holdings41

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BGLFX Mutual Fund

NAV$27.07

Baillie Gifford Long Term Global Growth Fund Class 4

AUM$47M

TER0.65%

Holdings41

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

BGLFX Mutual Fund Overlap Analysis

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

BGLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, BGLFX may share significant positions with broad-market funds.

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