BGLAX Mutual Fund
NAV$12.77
AUM$4M
TER1.25%
Holdings36
BGLAX Mutual Fund
NAV$12.77
Brookfield Global Listed Infrastructure Fund Class A
AUM$4M
TER1.25%
Holdings36

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
BGLAX Mutual Fund Overlap Analysis
BGLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BGLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BGLAX may share significant positions with broad-market funds.
BGLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BGLAX tax-loss harvesting finds highly correlated but non-identical funds.