BBNCX Mutual Fund
BBNCX Mutual Fund
NAV$9.89
AUM$252,042.21
TER1.58%
Holdings75
See how much of BBNCX you already own
BBNCX Mutual Fund
NAV$9.89
Sterling Capital North Carolina Intermediate Tax-Free Fund Class C
AUM$252,042.21
TER1.58%
Holdings75
See how much of BBNCX you already own
BBNCX Mutual Fund Overlap Analysis
BBNCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BBNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, BBNCX may share significant positions with broad-market funds.
BBNCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BBNCX tax-loss harvesting finds highly correlated but non-identical funds.