Fund comparison · from official SEC filings
AUERX vs BRGOX: how much do they overlap?
AUER GROWTH and Global Opportunities Fund
vs
Shared holdings
Company
AUERX
BRGOX
F
FIGXXFIDELITY INV MMKT GOVT-I
12.66%
39.10%
Only in AUERX
F
FATNFATPIPE INC/UT
3.09%
S
SMCISUPER MICRO COMPUTER INC
2.81%
E
EROERO COPPER CORP
2.59%
S
SHIPSEANERGY MARITIME HOLDINGS
2.56%
N
NEXANEXA RESOURCES SA
2.50%
Z
ZVRAZEVRA THERAPEUTICS INC
2.21%
C
CXWCORECIVIC INC
2.15%
T
TOYOTOYO CO LTD
2.12%
H
HCCWARRIOR MET COAL INC
2.11%
E
EGOELDORADO GOLD CORP
2.02%
C
CRMDCORMEDIX INC
1.93%
M
MNTNMNTN INC-A
1.92%
A
ARANTERO RESOURCES CORP
1.82%
N
NOANORTH AMERICAN CONSTRUCTION
1.76%
G
GPORGULFPORT ENERGY CORP
1.61%
L
LNCLINCOLN NATIONAL CORP
1.57%
I
INRINFINITY NATURAL RESOUR-CL A
1.55%
I
INBKFIRST INTERNET BANCORP
1.54%
G
GAUGALIANO GOLD INC
1.33%
C
CCITIGROUP INC
1.23%
C
CMCCOMMERCIAL METALS CO
1.16%
P
PGCPEAPACK GLADSTONE FINL CORP
1.16%
S
SSRMSSR MINING INC
1.11%
A
ATLCATLANTICUS HOLDINGS CORP
1.10%
A
ARWARROW ELECTRONICS INC
1.09%
Only in BRGOX
?
—JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
60.90%
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Unwrap your portfolio →Other comparisons you might like
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39% overlap
BRGOX vs BTSAXBTS Managed Income Fund
31% overlap
BRGOX vs AMAXAdaptive Hedged Multi-Asset Income ETF
29% overlap
BRGOX vs AGOXAdaptive Alpha Opportunities ETF
28% overlap
AUERX vs DFATDimensional U.S. Targeted Value ETF
3% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.