BATEX Mutual Fund

NAV$10.05

AUM$710M

TER0.06%

Holdings725

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BATEX Mutual Fund

NAV$10.05

BlackRock Allocation Target Shares High Income Municipal Series E

AUM$710M

TER0.06%

Holdings725

See inside every fund you own

$99/yr 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 BATEX 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 BATEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BATEX Mutual Fund Overlap Analysis

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

BATEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 725 holdings, BATEX may share significant positions with broad-market funds.

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