BEQAX Mutual Fund

NAV$40.16

AUM$49M

TER0.90%

Holdings179

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BEQAX Mutual Fund

NAV$40.16

American Century Disciplined Core Equity Fund Class A

AUM$49M

TER0.90%

Holdings179

See how much of BEQAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BEQAX Mutual Fund Overlap Analysis

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

BEQAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 179 holdings, BEQAX may share significant positions with broad-market funds.

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