BMSAX Mutual Fund

NAV$8.95

AUM$178M

TER0.89%

Holdings2,119

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$99/yr Pro · 7-day refund

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BMSAX Mutual Fund

NAV$8.95

BlackRock Income Fund Investor A Class

AUM$178M

TER0.89%

Holdings2,119

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

BMSAX Mutual Fund Overlap Analysis

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

BMSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2119 holdings, BMSAX may share significant positions with broad-market funds.

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