BIGBX Mutual Fund
NAV$9.85
AUM$7.2B
Holdings215
BIGBX Mutual Fund
NAV$9.85
iShares US Intermediate Government Bond Index Fund
AUM$7.2B
Holdings215
BIGBX Mutual Fund Overlap Analysis
BIGBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 215 holdings, BIGBX may share significant positions with broad-market funds.
BIGBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIGBX tax-loss harvesting finds highly correlated but non-identical funds.