BIDAX Mutual Fund
BIDAX Mutual Fund
NAV$10.91
AUM$17M
TER0.50%
Holdings419
BIDAX Mutual Fund
NAV$10.91
iShares Municipal Bond Index Fund Investor Class
AUM$17M
TER0.50%
Holdings419
BIDAX Mutual Fund Overlap Analysis
BIDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 419 holdings, BIDAX may share significant positions with broad-market funds.
BIDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIDAX tax-loss harvesting finds highly correlated but non-identical funds.