BFSAX Mutual Fund
BFSAX Mutual Fund
NAV$19.08
AUM$47M
TER1.24%
Holdings38
BFSAX Mutual Fund
NAV$19.08
BFS Equity Fund
AUM$47M
TER1.24%
Holdings38
BFSAX Mutual Fund Overlap Analysis
BFSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, BFSAX may share significant positions with broad-market funds.
BFSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFSAX tax-loss harvesting finds highly correlated but non-identical funds.