BCBDX Mutual Fund

NAV$12.05

AUM$11M

TER1.83%

Holdings65

BCBDX Mutual Fund

NAV$12.05

BlackRock Global Dividend Portfolio Investor Class

AUM$11M

TER1.83%

Holdings65

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Holdings Overlap Analysis

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

BCBDX Mutual Fund Overlap Analysis

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

BCBDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, BCBDX may share significant positions with broad-market funds.

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