BMOIX Mutual Fund
BMOIX Mutual Fund
NAV$8.90
AUM$155M
TER0.10%
Holdings8,259
See how much of BMOIX you already own
BMOIX Mutual Fund
NAV$8.90
iShares US Aggregate Bond Index Fund Institutional Class
AUM$155M
TER0.10%
Holdings8,259
See how much of BMOIX you already own
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.