BADEX Mutual Fund

NAV$12.16

AUM$457,341.92

TER1.11%

Holdings193

BADEX Mutual Fund

NAV$12.16

BlackRock Defensive Advantage Emerging Markets Fund Class Investor A

AUM$457,341.92

TER1.11%

Holdings193

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Holdings Overlap Analysis

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

BADEX Mutual Fund Overlap Analysis

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

BADEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 193 holdings, BADEX may share significant positions with broad-market funds.

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