BRGAX Mutual Fund Analysis & Holdings | MarketXLS

BRGAX Mutual Fund

NAV$48.08

AUM$132M

TER0.36%

Holdings1,017

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BRGAX Mutual Fund

NAV$48.08

iShares Russell 1000 Large-Cap Index Fund Class A

AUM$132M

TER0.36%

Holdings1,017

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

BRGAX Mutual Fund Overlap Analysis

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

BRGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1017 holdings, BRGAX may share significant positions with broad-market funds.

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