BEOIX Mutual Fund
BEOIX Mutual Fund
NAV$16.64
TER1.11%
Holdings40
See how much of BEOIX you already own
BEOIX Mutual Fund
NAV$16.64
Barrow Hanley Concentrated Emerging Markets ESG Opportunities Fund Class I
TER1.11%
Holdings40
See how much of BEOIX you already own
BEOIX Mutual Fund Overlap Analysis
BEOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BEOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, BEOIX may share significant positions with broad-market funds.
BEOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BEOIX tax-loss harvesting finds highly correlated but non-identical funds.