BGLSX Mutual Fund Analysis & Holdings | MarketXLS

BGLSX Mutual Fund

NAV$15.43

AUM$162M

TER2.56%

Holdings252

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BGLSX Mutual Fund

NAV$15.43

Boston Partners Global Long/Short Fund Inst Cl

AUM$162M

TER2.56%

Holdings252

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

BGLSX Mutual Fund Overlap Analysis

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

BGLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, BGLSX may share significant positions with broad-market funds.

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