BASOX Mutual Fund

NAV$10.04

AUM$362M

TER0.60%

Holdings231

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BASOX Mutual Fund

NAV$10.04

BlackRock Short Obligations Fund Investor A Class

AUM$362M

TER0.60%

Holdings231

See how much of BASOX 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 BASOX 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 BASOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BASOX Mutual Fund Overlap Analysis

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

BASOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 231 holdings, BASOX may share significant positions with broad-market funds.

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