BARLX Mutual Fund Analysis & Holdings | MarketXLS

BARLX Mutual Fund

NAV$9.26

AUM$56M

TER1.29%

Holdings36

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BARLX Mutual Fund

NAV$9.26

Beacon Accelerated Return Strategy Fund Institutional Class

AUM$56M

TER1.29%

Holdings36

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

BARLX Mutual Fund Overlap Analysis

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

BARLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BARLX may share significant positions with broad-market funds.

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