BDSAX Mutual Fund Analysis & Holdings | MarketXLS

BDSAX Mutual Fund

NAV$23.51

AUM$751M

TER0.75%

Holdings813

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BDSAX Mutual Fund

NAV$23.51

BlackRock Advantage Small Cap Core Fund Investor A Class

AUM$751M

TER0.75%

Holdings813

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

BDSAX Mutual Fund Overlap Analysis

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

BDSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 813 holdings, BDSAX may share significant positions with broad-market funds.

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