BPGLX Mutual Fund

NAV$14.65

AUM$35M

TER1.18%

Holdings697

BPGLX Mutual Fund

NAV$14.65

UBS Global Allocation Fund class P

AUM$35M

TER1.18%

Holdings697

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Holdings Overlap Analysis

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

BPGLX Mutual Fund Overlap Analysis

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

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

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