BBTSX Mutual Fund
BBTSX Mutual Fund
NAV$15.33
TER0.42%
Holdings955
See how much of BBTSX you already own
BBTSX Mutual Fund
NAV$15.33
Bridge Builder Tax Managed Small/Mid Cap Fund
TER0.42%
Holdings955
See how much of BBTSX you already own
BBTSX Mutual Fund Overlap Analysis
BBTSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BBTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 955 holdings, BBTSX may share significant positions with broad-market funds.
BBTSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BBTSX tax-loss harvesting finds highly correlated but non-identical funds.