BNGLX Mutual Fund

NAV$14.09

AUM$113M

TER1.43%

Holdings697

BNGLX Mutual Fund

NAV$14.09

UBS Global Allocation Fund Class A

AUM$113M

TER1.43%

Holdings697

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Holdings Overlap Analysis

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

BNGLX Mutual Fund Overlap Analysis

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

BNGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 697 holdings, BNGLX may share significant positions with broad-market funds.

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