BBNTX Mutual Fund

NAV$9.90

AUM$89M

TER0.58%

Holdings75

See how much of BBNTX you already own

Just $25 once·$99/mo·Download sample

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BBNTX Mutual Fund

NAV$9.90

Sterling Capital North Carolina Intermediate Tax-Free Fund Institutional Class

AUM$89M

TER0.58%

Holdings75

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

BBNTX Mutual Fund Overlap Analysis

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

BBNTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, BBNTX may share significant positions with broad-market funds.

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