BLPAX Mutual Fund
BLPAX Mutual Fund
NAV$21.55
TER0.65%
Holdings13
See how much of BLPAX you already own
BLPAX Mutual Fund
NAV$21.55
American Funds Moderate Growth and Income Portfolio - Class A
TER0.65%
Holdings13
See how much of BLPAX you already own
BLPAX Mutual Fund Overlap Analysis
BLPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BLPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, BLPAX may share significant positions with broad-market funds.
BLPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BLPAX tax-loss harvesting finds highly correlated but non-identical funds.