BLPFX Mutual Fund
BLPFX Mutual Fund
NAV$21.57
TER0.70%
Holdings13
See how much of BLPFX you already own
BLPFX Mutual Fund
NAV$21.57
American Funds Moderate Growth and Income Portfolio - Class F-1
TER0.70%
Holdings13
See how much of BLPFX you already own
BLPFX Mutual Fund Overlap Analysis
BLPFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BLPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, BLPFX may share significant positions with broad-market funds.
BLPFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BLPFX tax-loss harvesting finds highly correlated but non-identical funds.