BAEIX Mutual Fund

NAV$19.03

AUM$268M

TER1.07%

Holdings33

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BAEIX Mutual Fund

NAV$19.03

Sterling Capital Equity Income Fund Class A

AUM$268M

TER1.07%

Holdings33

See inside every fund you own

$99/yr 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 BAEIX 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 BAEIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BAEIX Mutual Fund Overlap Analysis

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

BAEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, BAEIX may share significant positions with broad-market funds.

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