BIRCX Mutual Fund

NAV$25.26

AUM$14M

TER1.48%

Holdings216

BIRCX Mutual Fund

NAV$25.26

BlackRock Sustainable Aware Advantage Large Cap Core Fund Class C

AUM$14M

TER1.48%

Holdings216

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Holdings Overlap Analysis

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

BIRCX Mutual Fund Overlap Analysis

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

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

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