BHYAX Mutual Fund Holdings Overlap Calculator | MarketXLS

BHYAX Mutual Fund

NAV$7.11

AUM$1.1B

TER0.93%

Holdings1,544

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BHYAX Mutual Fund

NAV$7.11

BlackRock High Yield Bond Portfolio Investor A Class

AUM$1.1B

TER0.93%

Holdings1,544

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

BHYAX Mutual Fund Overlap Analysis

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

BHYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1544 holdings, BHYAX may share significant positions with broad-market funds.

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