BKDEX Mutual Fund Analysis & Holdings | MarketXLS

BKDEX Mutual Fund

NAV$12.19

AUM$13M

TER0.81%

Holdings193

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BKDEX Mutual Fund

NAV$12.19

BlackRock Defensive Advantage Emerging Markets Fund Class K

AUM$13M

TER0.81%

Holdings193

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

BKDEX Mutual Fund Overlap Analysis

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

BKDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 193 holdings, BKDEX may share significant positions with broad-market funds.

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