BIRIX Mutual Fund Analysis & Holdings | MarketXLS

BIRIX Mutual Fund

NAV$26.15

AUM$463M

TER0.48%

Holdings216

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BIRIX Mutual Fund

NAV$26.15

BlackRock Sustainable Aware Advantage Large Cap Core Fund Institutional Class

AUM$463M

TER0.48%

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

BIRIX Mutual Fund Overlap Analysis

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

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

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