BFRNX Mutual Fund Analysis & Holdings | MarketXLS

BFRNX Mutual Fund

NAV$9.44

TER0.60%

Holdings166

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BFRNX Mutual Fund

NAV$9.44

Barrow Hanley Floating Rate Fund Institutional Class

TER0.60%

Holdings166

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

BFRNX Mutual Fund Overlap Analysis

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

BFRNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 166 holdings, BFRNX may share significant positions with broad-market funds.

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