BDHIX Mutual Fund Analysis & Holdings | MarketXLS

BDHIX Mutual Fund

NAV$9.21

AUM$1.4B

TER0.68%

Holdings3,240

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BDHIX Mutual Fund

NAV$9.21

BlackRock Dynamic High Income Portfolio Institutional Class

AUM$1.4B

TER0.68%

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

BDHIX Mutual Fund Overlap Analysis

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

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

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