BATIX Mutual Fund Analysis & Holdings | MarketXLS

BATIX Mutual Fund

NAV$9.85

AUM$131M

TER0.01%

Holdings1,043

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BATIX Mutual Fund

NAV$9.85

BlackRock Allocation Target Shares High Income Taxable Series

AUM$131M

TER0.01%

Holdings1,043

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

BATIX Mutual Fund Overlap Analysis

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

BATIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1043 holdings, BATIX may share significant positions with broad-market funds.

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