BKMIX Mutual Fund Analysis & Holdings | MarketXLS

BKMIX Mutual Fund

NAV$10.74

AUM$674M

TER0.52%

Holdings4,802

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BKMIX Mutual Fund

NAV$10.74

BlackRock Multi-Asset Income Portfolio Class K

AUM$674M

TER0.52%

Holdings4,802

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

BKMIX Mutual Fund Overlap Analysis

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

BKMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4802 holdings, BKMIX may share significant positions with broad-market funds.

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