BAICX Mutual Fund Analysis & Holdings | MarketXLS

BAICX Mutual Fund

NAV$10.73

AUM$3.5B

TER0.82%

Holdings4,802

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BAICX Mutual Fund

NAV$10.73

BlackRock Multi-Asset Income Portfolio Investor A Class

AUM$3.5B

TER0.82%

Holdings4,802

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

BAICX Mutual Fund Overlap Analysis

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

BAICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4802 holdings, BAICX may share significant positions with broad-market funds.

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