BASMX Mutual Fund

NAV$35.29

AUM$329M

TER0.33%

Holdings2,664

BASMX Mutual Fund

NAV$35.29

iShares Total US Stock Market Index Fund Class Investor A

AUM$329M

TER0.33%

Holdings2,664

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Holdings Overlap Analysis

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

BASMX Mutual Fund Overlap Analysis

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

BASMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2664 holdings, BASMX may share significant positions with broad-market funds.

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