BIVRX Mutual Fund Analysis & Holdings | MarketXLS

BIVRX Mutual Fund

NAV$18.05

AUM$34M

TER3.30%

Holdings279

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BIVRX Mutual Fund

NAV$18.05

Balter Invenomic Fund Investor Class

AUM$34M

TER3.30%

Holdings279

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

BIVRX Mutual Fund Overlap Analysis

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

BIVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 279 holdings, BIVRX may share significant positions with broad-market funds.

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