BOPAX Mutual Fund
BOPAX Mutual Fund
NAV$25.79
AUM$263M
TER1.11%
Holdings36
See how much of BOPAX you already own
BOPAX Mutual Fund
NAV$25.79
Sterling Capital Special Opportunities Equity Fund Class A
AUM$263M
TER1.11%
Holdings36
See how much of BOPAX you already own
BOPAX Mutual Fund Overlap Analysis
BOPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BOPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BOPAX may share significant positions with broad-market funds.
BOPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BOPAX tax-loss harvesting finds highly correlated but non-identical funds.