BBNCX Mutual Fund Analysis & Holdings | MarketXLS

BBNCX Mutual Fund

NAV$10.01

AUM$510,841.83

TER1.58%

Holdings75

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BBNCX Mutual Fund

NAV$10.01

Sterling Capital North Carolina Intermediate Tax-Free Fund Class C

AUM$510,841.83

TER1.58%

Holdings75

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

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.