BAMPX Mutual Fund
BAMPX Mutual Fund
NAV$14.50
AUM$310M
TER0.68%
Holdings24
See how much of BAMPX you already own
BAMPX Mutual Fund
NAV$14.50
BlackRock 40/60 Target Allocation Fund Investor A Class
AUM$310M
TER0.68%
Holdings24
See how much of BAMPX you already own
BAMPX Mutual Fund Overlap Analysis
BAMPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BAMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, BAMPX may share significant positions with broad-market funds.
BAMPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BAMPX tax-loss harvesting finds highly correlated but non-identical funds.