BIGTX Mutual Fund
BIGTX Mutual Fund
NAV$18.32
AUM$21M
TER1.84%
Holdings79
BIGTX Mutual Fund
NAV$18.32
The Texas Fund
AUM$21M
TER1.84%
Holdings79
BIGTX Mutual Fund Overlap Analysis
BIGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, BIGTX may share significant positions with broad-market funds.
BIGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIGTX tax-loss harvesting finds highly correlated but non-identical funds.