BCGIX Mutual Fund
NAV$10.22
AUM$1.3B
TER0.60%
Holdings190
BCGIX Mutual Fund
NAV$10.22
BrandywineGLOBAL Corporate Credit Fund Class I
AUM$1.3B
TER0.60%
Holdings190
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BCGIX Mutual Fund Overlap Analysis
BCGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BCGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 190 holdings, BCGIX may share significant positions with broad-market funds.
BCGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BCGIX tax-loss harvesting finds highly correlated but non-identical funds.