BALPX Mutual Fund Analysis & Holdings | MarketXLS

BALPX Mutual Fund

NAV$10.01

AUM$98M

TER1.51%

Holdings292

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BALPX Mutual Fund

NAV$10.01

BlackRock Event Driven Equity Fund Investor Class A

AUM$98M

TER1.51%

Holdings292

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

BALPX Mutual Fund Overlap Analysis

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

BALPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 292 holdings, BALPX may share significant positions with broad-market funds.

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