BERYX Mutual Fund

NAV$12.87

AUM$381M

Holdings173

BERYX Mutual Fund

NAV$12.87

iShares Enhanced Roll Yield Index Fund

AUM$381M

Holdings173

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Holdings Overlap Analysis

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

BERYX Mutual Fund Overlap Analysis

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

BERYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 173 holdings, BERYX may share significant positions with broad-market funds.

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