BRGNX Mutual Fund Analysis & Holdings | MarketXLS

BRGNX Mutual Fund

NAV$48.60

AUM$223M

TER0.11%

Holdings1,017

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BRGNX Mutual Fund

NAV$48.60

iShares Russell 1000 Large-Cap Index Fund Institutional Class

AUM$223M

TER0.11%

Holdings1,017

See inside every fund you own

$149/yr 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 BRGNX 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 BRGNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BRGNX Mutual Fund Overlap Analysis

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

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

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