BIGPX Mutual Fund Analysis & Holdings | MarketXLS

BIGPX Mutual Fund

NAV$17.94

AUM$547M

TER0.34%

Holdings24

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BIGPX Mutual Fund

NAV$17.94

BlackRock 60/40 Target Allocation Fund Institutional Class

AUM$547M

TER0.34%

Holdings24

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

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.