BFSIX Mutual Fund
BFSIX Mutual Fund
NAV$27.74
AUM$63M
TER0.99%
Holdings39
See how much of BFSIX you already own
BFSIX Mutual Fund
NAV$27.74
BFS Equity Fund Institutional Class
AUM$63M
TER0.99%
Holdings39
See how much of BFSIX you already own
BFSIX Mutual Fund Overlap Analysis
BFSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, BFSIX may share significant positions with broad-market funds.
BFSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFSIX tax-loss harvesting finds highly correlated but non-identical funds.