BISAX Mutual Fund Analysis & Holdings | MarketXLS

BISAX Mutual Fund

NAV$28.19

AUM$158M

TER1.32%

Holdings72

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BISAX Mutual Fund

NAV$28.19

Brandes International Small Cap Equity Fund Class A

AUM$158M

TER1.32%

Holdings72

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

BISAX Mutual Fund Overlap Analysis

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

BISAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, BISAX may share significant positions with broad-market funds.

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