BGPAX Mutual Fund Analysis & Holdings | MarketXLS

BGPAX Mutual Fund

NAV$8.13

AUM$50M

TER0.68%

Holdings559

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BGPAX Mutual Fund

NAV$8.13

BlackRock Mortgage-Backed Securities Fund Class A

AUM$50M

TER0.68%

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

BGPAX Mutual Fund Overlap Analysis

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

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

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