BTLSX Mutual Fund Analysis & Holdings | MarketXLS

BTLSX Mutual Fund

NAV$8.14

AUM$52M

TER0.83%

Holdings28

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BTLSX Mutual Fund

NAV$8.14

Baillie Gifford International Concentrated Growth Equities Fund Institutional Class

AUM$52M

TER0.83%

Holdings28

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

BTLSX Mutual Fund Overlap Analysis

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

BTLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, BTLSX may share significant positions with broad-market funds.

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