BMOIX Mutual Fund

NAV$8.96

AUM$157M

TER0.10%

Holdings8,259

BMOIX Mutual Fund

NAV$8.96

iShares US Aggregate Bond Index Fund Institutional Class

AUM$157M

TER0.10%

Holdings8,259

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Holdings Overlap Analysis

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

BMOIX Mutual Fund Overlap Analysis

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

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

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