BMIAX Mutual Fund
BMIAX Mutual Fund
NAV$6.12
AUM$5M
TER1.15%
Holdings61
BMIAX Mutual Fund
NAV$6.12
BNY Mellon Income Stock Fund Class A
AUM$5M
TER1.15%
Holdings61
BMIAX Mutual Fund Overlap Analysis
BMIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BMIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, BMIAX may share significant positions with broad-market funds.
BMIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BMIAX tax-loss harvesting finds highly correlated but non-identical funds.