BKMPX Mutual Fund Analysis & Holdings | MarketXLS

BKMPX Mutual Fund

NAV$14.70

AUM$237M

TER0.32%

Holdings24

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BKMPX Mutual Fund

NAV$14.70

BlackRock 40/60 Target Allocation Fund Class K

AUM$237M

TER0.32%

Holdings24

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

BKMPX Mutual Fund Overlap Analysis

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

BKMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, BKMPX may share significant positions with broad-market funds.

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