BMISX Mutual Fund Analysis & Holdings | MarketXLS

BMISX Mutual Fund

NAV$6.04

AUM$979,093.53

TER1.90%

Holdings61

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BMISX Mutual Fund

NAV$6.04

BNY Mellon Income Stock Fund Class C

AUM$979,093.53

TER1.90%

Holdings61

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

BMISX Mutual Fund Overlap Analysis

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

BMISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, BMISX may share significant positions with broad-market funds.

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