BBVSX Mutual Fund
NAV$16.59
TER0.38%
Holdings2,257
BBVSX Mutual Fund
NAV$16.59
Bridge Builder Small/Mid Cap Value Fund
TER0.38%
Holdings2,257
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BBVSX Mutual Fund Overlap Analysis
BBVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BBVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2257 holdings, BBVSX may share significant positions with broad-market funds.
BBVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BBVSX tax-loss harvesting finds highly correlated but non-identical funds.