BGPWX Mutual Fund Analysis & Holdings | MarketXLS

BGPWX Mutual Fund

NAV$13.21

AUM$92M

TER0.54%

Holdings62

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BGPWX Mutual Fund

NAV$13.21

Baillie Gifford Developed EAFE All Cap Fund Share Class 4

AUM$92M

TER0.54%

Holdings62

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

BGPWX Mutual Fund Overlap Analysis

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

BGPWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, BGPWX may share significant positions with broad-market funds.

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