BGLKX Mutual Fund Analysis & Holdings | MarketXLS

BGLKX Mutual Fund

NAV$36.16

AUM$395M

TER0.70%

Holdings41

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BGLKX Mutual Fund

NAV$36.16

Baillie Gifford Long Term Global Growth Fund- Class K

AUM$395M

TER0.70%

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

BGLKX Mutual Fund Overlap Analysis

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

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

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