BMOAX Mutual Fund

NAV$8.90

AUM$168M

TER0.35%

Holdings8,259

See how much of BMOAX you already own

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BMOAX Mutual Fund

NAV$8.90

iShares US Aggregate Bond Index Fund Class Investor A

AUM$168M

TER0.35%

Holdings8,259

See how much of BMOAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BMOAX Mutual Fund Overlap Analysis

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

BMOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8259 holdings, BMOAX may share significant positions with broad-market funds.

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