BABDX Mutual Fund Analysis & Holdings | MarketXLS

BABDX Mutual Fund

NAV$12.10

AUM$369M

TER1.03%

Holdings65

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BABDX Mutual Fund

NAV$12.10

BlackRock Global Dividend Portfolio Class A

AUM$369M

TER1.03%

Holdings65

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BABDX Mutual Fund Overlap Analysis

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

BABDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, BABDX may share significant positions with broad-market funds.

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