BSGAX Mutual Fund
BSGAX Mutual Fund
NAV$8.37
AUM$3M
TER0.80%
Holdings137
See how much of BSGAX you already own
BSGAX Mutual Fund
NAV$8.37
Sterling Capital Short Duration Bond Fund Cl A
AUM$3M
TER0.80%
Holdings137
See how much of BSGAX you already own
BSGAX Mutual Fund Overlap Analysis
BSGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BSGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 137 holdings, BSGAX may share significant positions with broad-market funds.
BSGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BSGAX tax-loss harvesting finds highly correlated but non-identical funds.