BGLYX Mutual Fund
BGLYX Mutual Fund
NAV$12.31
AUM$120M
TER1.00%
Holdings36
See how much of BGLYX you already own
BGLYX Mutual Fund
NAV$12.31
Brookfield Global Listed Infrastructure Fund Class I
AUM$120M
TER1.00%
Holdings36
See how much of BGLYX you already own
BGLYX Mutual Fund Overlap Analysis
BGLYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BGLYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BGLYX may share significant positions with broad-market funds.
BGLYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BGLYX tax-loss harvesting finds highly correlated but non-identical funds.