BASIX Mutual Fund

NAV$9.69

AUM$864M

TER0.98%

Holdings9,255

BASIX Mutual Fund

NAV$9.69

BlackRock Strategic Income Opportunities Portfolio - Class A

AUM$864M

TER0.98%

Holdings9,255

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Holdings Overlap Analysis

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

BASIX Mutual Fund Overlap Analysis

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

BASIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9255 holdings, BASIX may share significant positions with broad-market funds.

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