BGNIX Mutual Fund Analysis & Holdings | MarketXLS

BGNIX Mutual Fund

NAV$8.10

AUM$75M

TER0.43%

Holdings559

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BGNIX Mutual Fund

NAV$8.10

BlackRock Mortgage-Backed Securities Fund Institutional Class

AUM$75M

TER0.43%

Holdings559

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

BGNIX Mutual Fund Overlap Analysis

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

BGNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 559 holdings, BGNIX may share significant positions with broad-market funds.

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