BDVEX Mutual Fund Analysis & Holdings | MarketXLS

BDVEX Mutual Fund

NAV$15.82

AUM$1.3B

TER0.40%

Holdings2,709

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BDVEX Mutual Fund

NAV$15.82

BlackRock Diversified Equity Alpha Fund Institutional Class

AUM$1.3B

TER0.40%

Holdings2,709

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

BDVEX Mutual Fund Overlap Analysis

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

BDVEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2709 holdings, BDVEX may share significant positions with broad-market funds.

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