BIGRX Mutual Fund
BIGRX Mutual Fund
NAV$45.76
AUM$1.6B
TER0.65%
Holdings194
See how much of BIGRX you already own
BIGRX Mutual Fund
NAV$45.76
American Century Disciplined Value Fund Investor Class
AUM$1.6B
TER0.65%
Holdings194
See how much of BIGRX you already own
BIGRX Mutual Fund Overlap Analysis
BIGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 194 holdings, BIGRX may share significant positions with broad-market funds.
BIGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIGRX tax-loss harvesting finds highly correlated but non-identical funds.