BRGOX Mutual Fund
BRGOX Mutual Fund
NAV$11.10
TER1.63%
Holdings1,175
BRGOX Mutual Fund
NAV$11.10
Bridgeway Global Opportunities Fund Class N
TER1.63%
Holdings1,175
BRGOX Mutual Fund Overlap Analysis
BRGOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BRGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1175 holdings, BRGOX may share significant positions with broad-market funds.
BRGOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BRGOX tax-loss harvesting finds highly correlated but non-identical funds.