BGHSX Mutual Fund

NAV$9.86

AUM$798M

TER0.54%

Holdings189

BGHSX Mutual Fund

NAV$9.86

Brandywine Global High Yield Fund Class IS

AUM$798M

TER0.54%

Holdings189

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Holdings Overlap Analysis

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

BGHSX Mutual Fund Overlap Analysis

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

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

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