BAGPX Mutual Fund

NAV$17.36

AUM$792M

TER0.68%

Holdings24

See how much of BAGPX you already own

Just $25 once·$99/mo·Download sample

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BAGPX Mutual Fund

NAV$17.36

BlackRock 60/40 Target Allocation Fund Investor A Class

AUM$792M

TER0.68%

Holdings24

See how much of BAGPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

BAGPX Mutual Fund Overlap Analysis

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

BAGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, BAGPX may share significant positions with broad-market funds.

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