BHILX Mutual Fund Analysis & Holdings | MarketXLS

BHILX Mutual Fund

NAV$9.80

AUM$72M

TER0.59%

Holdings17

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BHILX Mutual Fund

NAV$9.80

BHILL Fund Managed Account Completion Shares

AUM$72M

TER0.59%

Holdings17

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

BHILX Mutual Fund Overlap Analysis

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

BHILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, BHILX may share significant positions with broad-market funds.

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