BDHAX Mutual Fund Analysis & Holdings | MarketXLS

BDHAX Mutual Fund

NAV$9.19

AUM$125M

TER0.93%

Holdings3,240

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BDHAX Mutual Fund

NAV$9.19

BlackRock Dynamic High Income Portfolio Investor A Class

AUM$125M

TER0.93%

Holdings3,240

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

BDHAX Mutual Fund Overlap Analysis

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

BDHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3240 holdings, BDHAX may share significant positions with broad-market funds.

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