BNGLX Mutual Fund
BNGLX Mutual Fund
NAV$14.45
AUM$118M
TER1.43%
Holdings697
See how much of BNGLX you already own
BNGLX Mutual Fund
NAV$14.45
UBS Global Allocation Fund Class A
AUM$118M
TER1.43%
Holdings697
See how much of BNGLX you already own
BNGLX Mutual Fund Overlap Analysis
BNGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BNGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 697 holdings, BNGLX may share significant positions with broad-market funds.
BNGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BNGLX tax-loss harvesting finds highly correlated but non-identical funds.