BELSX Mutual Fund Analysis & Holdings | MarketXLS

BELSX Mutual Fund

NAV$9.45

AUM$59M

TER1.48%

Holdings328

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BELSX Mutual Fund

NAV$9.45

Boston Partners Emerging Markets Dynamic Equity Fund Institutional Class

AUM$59M

TER1.48%

Holdings328

See inside every fund you own

$149/yr 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 BELSX 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 BELSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BELSX Mutual Fund Overlap Analysis

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

BELSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 328 holdings, BELSX may share significant positions with broad-market funds.

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