BATPX Mutual Fund

NAV$10.18

AUM$3M

TER0.14%

Holdings13

See how much of BATPX you already own

Just $25 once·$99/mo·Download sample

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BATPX Mutual Fund

NAV$10.18

BlackRock Allocation Target Shares Interest Rate Hedge Series

AUM$3M

TER0.14%

Holdings13

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

BATPX Mutual Fund Overlap Analysis

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

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

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