BFMSX Mutual Fund

NAV$9.07

AUM$2.6B

TER0.40%

Holdings1,860

BFMSX Mutual Fund

NAV$9.07

BlackRock Low Duration Bond Portfolio Institutional Class

AUM$2.6B

TER0.40%

Holdings1,860

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Holdings Overlap Analysis

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

BFMSX Mutual Fund Overlap Analysis

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

BFMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1860 holdings, BFMSX may share significant positions with broad-market funds.

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