BNIEX Mutual Fund
BNIEX Mutual Fund
NAV$14.13
AUM$4M
TER1.25%
Holdings66
See how much of BNIEX you already own
BNIEX Mutual Fund
NAV$14.13
UBS International Sustainable Equity Fund Class A
AUM$4M
TER1.25%
Holdings66
See how much of BNIEX you already own
BNIEX Mutual Fund Overlap Analysis
BNIEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BNIEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, BNIEX may share significant positions with broad-market funds.
BNIEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BNIEX tax-loss harvesting finds highly correlated but non-identical funds.