BIGPX Mutual Fund
BIGPX Mutual Fund
NAV$17.71
AUM$557M
TER0.34%
Holdings24
See how much of BIGPX you already own
BIGPX Mutual Fund
NAV$17.71
BlackRock 60/40 Target Allocation Fund Institutional Class
AUM$557M
TER0.34%
Holdings24
See how much of BIGPX you already own
BIGPX Mutual Fund Overlap Analysis
BIGPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, BIGPX may share significant positions with broad-market funds.
BIGPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIGPX tax-loss harvesting finds highly correlated but non-identical funds.