BBNIX Mutual Fund Analysis & Holdings | MarketXLS

BBNIX Mutual Fund

NAV$8.72

AUM$2.3B

TER0.44%

Holdings367

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BBNIX Mutual Fund

NAV$8.72

BBH Income Fund Class I

AUM$2.3B

TER0.44%

Holdings367

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

BBNIX Mutual Fund Overlap Analysis

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

BBNIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 367 holdings, BBNIX may share significant positions with broad-market funds.

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