BGRAX Mutual Fund Analysis & Holdings | MarketXLS

BGRAX Mutual Fund

NAV$9.33

AUM$102,558

TER2.23%

Holdings49

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BGRAX Mutual Fund

NAV$9.33

BlackRock Global Equity Absolute Return Fund Class A

AUM$102,558

TER2.23%

Holdings49

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 BGRAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BGRAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BGRAX Mutual Fund Overlap Analysis

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

BGRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, BGRAX may share significant positions with broad-market funds.

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