BGVAX Mutual Fund

NAV$8.79

AUM$3M

TER0.81%

Holdings110

BGVAX Mutual Fund

NAV$8.79

Sterling Capital Intermediate US Government Fund Class A

AUM$3M

TER0.81%

Holdings110

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Holdings Overlap Analysis

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

BGVAX Mutual Fund Overlap Analysis

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

BGVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, BGVAX may share significant positions with broad-market funds.

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