BIRAX Mutual Fund Analysis & Holdings | MarketXLS

BIRAX Mutual Fund

NAV$25.87

AUM$252M

TER0.73%

Holdings216

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BIRAX Mutual Fund

NAV$25.87

BlackRock Sustainable Aware Advantage Large Cap Core Fund Class A

AUM$252M

TER0.73%

Holdings216

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

BIRAX Mutual Fund Overlap Analysis

BIRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BIRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 216 holdings, BIRAX may share significant positions with broad-market funds.

BIRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BIRAX tax-loss harvesting finds highly correlated but non-identical funds.