BPGLX Mutual Fund
BPGLX Mutual Fund
NAV$14.99
AUM$36M
TER1.18%
Holdings697
See how much of BPGLX you already own
BPGLX Mutual Fund
NAV$14.99
UBS Global Allocation Fund class P
AUM$36M
TER1.18%
Holdings697
See how much of BPGLX you already own
BPGLX Mutual Fund Overlap Analysis
BPGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BPGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 697 holdings, BPGLX may share significant positions with broad-market funds.
BPGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BPGLX tax-loss harvesting finds highly correlated but non-identical funds.