BDVFX Mutual Fund Analysis & Holdings | MarketXLS

BDVFX Mutual Fund

NAV$9.22

AUM$575M

TER0.17%

Holdings4,784

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BDVFX Mutual Fund

NAV$9.22

BlackRock Diversified Fixed Income Fund Class K

AUM$575M

TER0.17%

Holdings4,784

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 BDVFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BDVFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BDVFX Mutual Fund Overlap Analysis

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

BDVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4784 holdings, BDVFX may share significant positions with broad-market funds.

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