BPGIX Mutual Fund

NAV$31.74

AUM$327M

TER0.95%

Holdings124

BPGIX Mutual Fund

NAV$31.74

Boston Partners Global Equity Fund Institutional Class

AUM$327M

TER0.95%

Holdings124

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Holdings Overlap Analysis

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

BPGIX Mutual Fund Overlap Analysis

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

BPGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, BPGIX may share significant positions with broad-market funds.

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