BCRKX Mutual Fund Analysis & Holdings | MarketXLS

BCRKX Mutual Fund

NAV$8.47

AUM$15M

TER0.24%

Holdings1

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BCRKX Mutual Fund

NAV$8.47

BlackRock Advantage CoreAlpha Bond Fund Class K

AUM$15M

TER0.24%

Holdings1

See inside every fund you own

$45/quarter 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 BCRKX 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 BCRKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BCRKX Mutual Fund Overlap Analysis

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

BCRKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, BCRKX may share significant positions with broad-market funds.

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