BIOIX Mutual Fund
BIOIX Mutual Fund
NAV$65.35
TER1.05%
Holdings50
See how much of BIOIX you already own
BIOIX Mutual Fund
NAV$65.35
Baron Opportunity Fund Inst Shs
TER1.05%
Holdings50
See how much of BIOIX you already own
BIOIX Mutual Fund Overlap Analysis
BIOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BIOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, BIOIX may share significant positions with broad-market funds.
BIOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIOIX tax-loss harvesting finds highly correlated but non-identical funds.