BASIX Mutual Fund Similar Funds | MarketXLS

BASIX Mutual Fund

NAV$9.68

AUM$864M

TER0.98%

Holdings9,255

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BASIX Mutual Fund

NAV$9.68

BlackRock Strategic Income Opportunities Portfolio - Class A

AUM$864M

TER0.98%

Holdings9,255

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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BASIX Mutual Fund Similar Funds

BASIX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include PGBRX, PFFR, DFTEX, GCFUX, PCWCX.

BASIX alternatives help with portfolio diversification and cost optimization. BASIX overlap shows shared holdings with similar funds. BASIX tax-loss harvesting finds correlated substitutes.