BAIPX Mutual Fund
BAIPX Mutual Fund
NAV$9.55
AUM$6M
TER0.36%
Holdings26
BAIPX Mutual Fund
NAV$9.55
iShares Short-Term TIPS Bond Index Fund Investor Class A
AUM$6M
TER0.36%
Holdings26
BAIPX Mutual Fund Overlap Analysis
BAIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BAIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, BAIPX may share significant positions with broad-market funds.
BAIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BAIPX tax-loss harvesting finds highly correlated but non-identical funds.