BGSIX Mutual Fund Analysis & Holdings | MarketXLS

BGSIX Mutual Fund

NAV$92.77

AUM$3.6B

TER0.92%

Holdings70

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BGSIX Mutual Fund

NAV$92.77

BlackRock Technology Opportunities Fund Institutional Class

AUM$3.6B

TER0.92%

Holdings70

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

BGSIX Mutual Fund Overlap Analysis

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

BGSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, BGSIX may share significant positions with broad-market funds.

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