BITEX Mutual Fund

NAV$9.01

AUM$338M

TER0.48%

Holdings119

BITEX Mutual Fund

NAV$9.01

Brown Advisory Tax-Exempt Sustainable Bond Fund Investor Shares

AUM$338M

TER0.48%

Holdings119

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Holdings Overlap Analysis

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

BITEX Mutual Fund Overlap Analysis

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

BITEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 119 holdings, BITEX may share significant positions with broad-market funds.

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