BIRKX Mutual Fund

NAV$25.95

AUM$477M

TER0.43%

Holdings216

BIRKX Mutual Fund

NAV$25.95

BlackRock Sustainable Aware Advantage Large Cap Core Fund Class K

AUM$477M

TER0.43%

Holdings216

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Holdings Overlap Analysis

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

BIRKX Mutual Fund Overlap Analysis

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

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

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