BARDX Mutual Fund

NAV$8.21

AUM$3M

TER0.51%

Holdings354

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BARDX Mutual Fund

NAV$8.21

iShares Developed Real Estate Index Fund Class A

AUM$3M

TER0.51%

Holdings354

See how much of BARDX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BARDX Mutual Fund Overlap Analysis

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

BARDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 354 holdings, BARDX may share significant positions with broad-market funds.

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