BRGKX Mutual Fund Holdings Overlap Calculator | MarketXLS

BRGKX Mutual Fund

NAV$48.35

AUM$1.7B

TER0.06%

Holdings1,017

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BRGKX Mutual Fund

NAV$48.35

iShares Russell 1000 Large-Cap Index Fund Class K

AUM$1.7B

TER0.06%

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

BRGKX Mutual Fund Overlap Analysis

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

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

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