BCCPX Mutual Fund Analysis & Holdings | MarketXLS

BCCPX Mutual Fund

NAV$11.81

AUM$19M

TER1.40%

Holdings20

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BCCPX Mutual Fund

NAV$11.81

BlackRock 20/80 Target Allocation Fund Investor C Class

AUM$19M

TER1.40%

Holdings20

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BCCPX Mutual Fund Overlap Analysis

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

BCCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, BCCPX may share significant positions with broad-market funds.

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