BATAX Mutual Fund Analysis & Holdings | MarketXLS

BATAX Mutual Fund

NAV$9.53

AUM$5.4B

TER0.02%

Holdings13

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BATAX Mutual Fund

NAV$9.53

BlackRock Allocation Target Shares Interest Rate Hedge Series

AUM$5.4B

TER0.02%

Holdings13

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

BATAX Mutual Fund Overlap Analysis

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

BATAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, BATAX may share significant positions with broad-market funds.

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