BEQGX Mutual Fund

NAV$40.12

AUM$1.4B

TER0.65%

Holdings179

BEQGX Mutual Fund

NAV$40.12

American Century Disciplined Core Equity Fund Investor Class

AUM$1.4B

TER0.65%

Holdings179

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Holdings Overlap Analysis

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

BEQGX Mutual Fund Overlap Analysis

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

BEQGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 179 holdings, BEQGX may share significant positions with broad-market funds.

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