BFLAX Mutual Fund
BFLAX Mutual Fund
NAV$14.21
TER1.95%
Holdings16
BFLAX Mutual Fund
NAV$14.21
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class C
TER1.95%
Holdings16
BFLAX Mutual Fund Overlap Analysis
BFLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, BFLAX may share significant positions with broad-market funds.
BFLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFLAX tax-loss harvesting finds highly correlated but non-identical funds.