BLDAX Mutual Fund Analysis & Holdings | MarketXLS

BLDAX Mutual Fund

NAV$9.07

AUM$496M

TER0.65%

Holdings1,860

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BLDAX Mutual Fund

NAV$9.07

BlackRock Low Duration Bond Portfolio Investor A Class

AUM$496M

TER0.65%

Holdings1,860

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

BLDAX Mutual Fund Overlap Analysis

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

BLDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1860 holdings, BLDAX may share significant positions with broad-market funds.

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