BNCAX Mutual Fund

NAV$9.66

AUM$17M

TER0.83%

Holdings74

See how much of BNCAX you already own

Just $25 once·$99/mo·Download sample

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BNCAX Mutual Fund

NAV$9.66

Sterling Capital North Carolina Intermediate Tax Free Fund Class A

AUM$17M

TER0.83%

Holdings74

See how much of BNCAX 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 BNCAX 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 BNCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BNCAX Mutual Fund Overlap Analysis

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

BNCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, BNCAX may share significant positions with broad-market funds.

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