BCMDX Mutual Fund
BCMDX Mutual Fund
NAV$14.44
AUM$41M
TER1.45%
Holdings12
See how much of BCMDX you already own
BCMDX Mutual Fund
NAV$14.44
Beacon Dynamic Allocation Fund Class I
AUM$41M
TER1.45%
Holdings12
See how much of BCMDX you already own
BCMDX Mutual Fund Overlap Analysis
BCMDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BCMDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, BCMDX may share significant positions with broad-market funds.
BCMDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BCMDX tax-loss harvesting finds highly correlated but non-identical funds.