BBGVX Mutual Fund

NAV$8.77

AUM$23M

TER0.56%

Holdings110

BBGVX Mutual Fund

NAV$8.77

Sterling Capital Intermediate US Government Fund Insti Class

AUM$23M

TER0.56%

Holdings110

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Holdings Overlap Analysis

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

BBGVX Mutual Fund Overlap Analysis

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

BBGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, BBGVX may share significant positions with broad-market funds.

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