BAMPX Mutual Fund

NAV$14.45

AUM$303M

TER0.68%

Holdings24

BAMPX Mutual Fund

NAV$14.45

BlackRock 40/60 Target Allocation Fund Investor A Class

AUM$303M

TER0.68%

Holdings24

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Holdings Overlap Analysis

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

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.