BIRDX Mutual Fund

NAV$9.02

AUM$38M

TER0.22%

Holdings356

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BIRDX Mutual Fund

NAV$9.02

iShares Developed Real Estate Index Fund Institutional Class

AUM$38M

TER0.22%

Holdings356

See inside every fund you own

$99/yr 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 BIRDX 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 BIRDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BIRDX Mutual Fund Overlap Analysis

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

BIRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 356 holdings, BIRDX may share significant positions with broad-market funds.

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