BCMCX Mutual Fund

NAV$13.13

AUM$11M

TER2.45%

Holdings13

See how much of BCMCX you already own

Just $25 once·$99/mo·Download sample

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BCMCX Mutual Fund

NAV$13.13

Beacon Dynamic Allocation Fund Class C

AUM$11M

TER2.45%

Holdings13

See how much of BCMCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

BCMCX Mutual Fund Overlap Analysis

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

BCMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, BCMCX may share significant positions with broad-market funds.

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