BBALX Mutual Fund

NAV$15.59

AUM$96M

TER0.48%

Holdings19

BBALX Mutual Fund

NAV$15.59

Northern Global Tactical Asset Allocation Fund

AUM$96M

TER0.48%

Holdings19

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Holdings Overlap Analysis

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

BBALX Mutual Fund Overlap Analysis

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

BBALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, BBALX may share significant positions with broad-market funds.

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