BLAQX Mutual Fund
BLAQX Mutual Fund
NAV$14.78
TER1.55%
Holdings16
BLAQX Mutual Fund
NAV$14.78
Lord Abbett Multi-Asset Balanced Opportunity Fund- Class R2
TER1.55%
Holdings16
BLAQX Mutual Fund Overlap Analysis
BLAQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BLAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, BLAQX may share significant positions with broad-market funds.
BLAQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BLAQX tax-loss harvesting finds highly correlated but non-identical funds.