BGHAX Mutual Fund

NAV$9.84

AUM$311M

TER0.89%

Holdings189

BGHAX Mutual Fund

NAV$9.84

Brandywine Global High Yield Fund Class A

AUM$311M

TER0.89%

Holdings189

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Holdings Overlap Analysis

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

BGHAX Mutual Fund Overlap Analysis

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

BGHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 189 holdings, BGHAX may share significant positions with broad-market funds.

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