BOPAX Mutual Fund

NAV$25.56

AUM$247M

TER1.11%

Holdings36

BOPAX Mutual Fund

NAV$25.56

Sterling Capital Special Opportunities Equity Fund Class A

AUM$247M

TER1.11%

Holdings36

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Holdings Overlap Analysis

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

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.