BRGPX Mutual Fund Analysis & Holdings | MarketXLS

BRGPX Mutual Fund

NAV$17.39

AUM$54M

TER0.87%

Holdings24

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BRGPX Mutual Fund

NAV$17.39

BlackRock 60/40 Target Allocation Fund Class R

AUM$54M

TER0.87%

Holdings24

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

BRGPX Mutual Fund Overlap Analysis

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

BRGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, BRGPX may share significant positions with broad-market funds.

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