BBSXX Mutual Fund Holdings Overlap Calculator | MarketXLS

BBSXX Mutual Fund

NAV$1.00

AUM$7.6B

TER0.22%

Holdings27

See what you own twice

Check BBSXX against your other funds. Free for up to 5.

Check my overlap

BBSXX Mutual Fund

NAV$1.00

BBH US Government Money Market Fund Institutional Shares

AUM$7.6B

TER0.22%

Holdings27

See what you own twice

Check BBSXX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

BBSXX Mutual Fund Overlap Analysis

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

BBSXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, BBSXX may share significant positions with broad-market funds.

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