BHEIX Mutual Fund Analysis & Holdings | MarketXLS

BHEIX Mutual Fund

NAV$32.93

AUM$105M

TER0.80%

Holdings201

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BHEIX Mutual Fund

NAV$32.93

BlackRock High Equity Income Fund Class K

AUM$105M

TER0.80%

Holdings201

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

BHEIX Mutual Fund Overlap Analysis

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

BHEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 201 holdings, BHEIX may share significant positions with broad-market funds.

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