BIGTX Mutual Fund
BIGTX Mutual Fund
NAV$18.31
AUM$22M
TER1.84%
Holdings81
See how much of BIGTX you already own
BIGTX Mutual Fund
NAV$18.31
The Texas Fund
AUM$22M
TER1.84%
Holdings81
See how much of BIGTX you already own
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 81 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.