BICAX Mutual Fund

NAV$9.01

AUM$41M

TER0.70%

Holdings389

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BICAX Mutual Fund

NAV$9.01

Sterling Capital Total Return Bond Fund Class A

AUM$41M

TER0.70%

Holdings389

See how much of BICAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BICAX Mutual Fund Overlap Analysis

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

BICAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 389 holdings, BICAX may share significant positions with broad-market funds.

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