BGLSX Mutual Fund
BGLSX Mutual Fund
NAV$15.43
AUM$162M
TER2.56%
Holdings252
See how much of BGLSX you already own
BGLSX Mutual Fund
NAV$15.43
Boston Partners Global Long/Short Fund Inst Cl
AUM$162M
TER2.56%
Holdings252
See how much of BGLSX you already own
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.