Fund comparison · from official SEC filings

BRBPX vs BRGOX: how much do they overlap?

Managed Volatility Fund and Global Opportunities Fund
Holdings overlap
39%
of assets, by weight
Shared positions
1
of 1 / 2 holdings
BRBPX expense ratio
0.95%
net, per year
BRGOX expense ratio
1.63%
net, per year
Shared holdings
Company
BRBPX
BRGOX
F
FIGXXFIDELITY INV MMKT GOVT-I
100.00%
39.10%
Only in BRBPX
Nothing exclusive.
Only in BRGOX
?
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
60.90%
Hold BRBPX and BRGOX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →
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.
BRBPX vs BRGOX: 39% holdings overlap — Unwrap.Fund