BNDAX Mutual Fund Holdings Overlap Calculator | MarketXLS

BNDAX Mutual Fund

NAV$9.58

AUM$21M

TER1.32%

Holdings9

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BNDAX Mutual Fund

NAV$9.58

Meeder Tactical Income Fund Adviser Class

AUM$21M

TER1.32%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

BNDAX Mutual Fund Overlap Analysis

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

BNDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, BNDAX may share significant positions with broad-market funds.

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