BACPX Mutual Fund Analysis & Holdings | MarketXLS

BACPX Mutual Fund

NAV$11.87

AUM$180M

TER0.67%

Holdings20

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BACPX Mutual Fund

NAV$11.87

BlackRock 20/80 Target Allocation Fund Investor A Class

AUM$180M

TER0.67%

Holdings20

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 BACPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BACPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BACPX Mutual Fund Overlap Analysis

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

BACPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, BACPX may share significant positions with broad-market funds.

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