Global Alpha Mutual Fund Fund Managers
| BGASX Fund | USD 12.42 -0.23 -1.82% |
Reviewing Global Alpha's portfolio management can add valuable context around whether the investment process is strengthening or weakening the strategy. Fund attribution analysis is especially relevant because it helps separate repeatable process quality from performance driven by a favorable market stretch.
Global |
| Symbol | BGASX |
| Name | The Global Alpha |
| Type | Mutual Fund |
| Country | US United States |
| Exchange | NMFQS |
Details on The Global Alpha Leadership are not available at this time. Availability can vary by market and source.
If you believe this Leadership should be covered, let us know and we will review coverage. Additional delisted instruments data spans multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
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Sector Exposure (%)
When investors study sector weights in The Global Alpha, they are really asking how much concentration risk is embedded in the current portfolio design. The current category mapping is World Large-Stock Growth. Broader diversification may reduce concentration risk, but it can also dilute the return impact of the strongest sleeves.
Instrument Allocation (%)
Top Mutual Fund Constituents
| APA | APA Corporation | Stock | |
| V | Visa Class A | Stock | |
| AMZN | Amazon Inc | Stock | |
| BABA | Alibaba Group Holding | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| MA | Mastercard | Stock | |
| MCO | Moodys | Stock | |
| MSFT | Microsoft | Stock | |
| TSLA | Tesla Inc | Stock | |
| RCL | Royal Caribbean Cruises | Stock |
Outstanding Bonds
| BCSF 255 13 OCT 26 Corp BondUS05684BAC19 | View | |
| BCSF 295 10 MAR 26 Corp BondUS05684BAB36 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
A large institutional presence around The Global Alpha deserves attention because well-resourced investors can establish or unwind positions quickly enough to change the market character of the security. The better interpretation comes from watching concentration, turnover, and changes in holder behavior instead of assuming institutional ownership is automatically bullish.
Net Asset Comparison
The Global Alpha ranks first in net asset among similar funds. Total Asset Under Management (AUM) of World Large-Stock Growth category is currently estimated at about 7.53 Billion. Global Alpha holds roughly 680.73 Million in net asset claiming about 9% of World Large-Stock Growth category.
Benchmark Summation
Operator |
This analysis covers sixty-one data points across the selected time horizon. Global Alpha Price Series Summation is a cross summation of Global Alpha price series and its benchmark/peer.
Management Information & Data Sources
Management review for Global Alpha focuses on portfolio leadership, allocation discipline, and operating consistency. Organizational trends can support analysis of efficiency, oversight, and decision-making consistency.
The analytics block for The Global Alpha relies on fund disclosures and market reference feeds, with quality checks and normalization applied before rendering. Timing can vary by data vendor. Insider and management fields are mapped from published filings and company disclosures.