BOPIX Mutual Fund
BOPIX Mutual Fund
NAV$29.52
AUM$59M
TER0.86%
Holdings36
See how much of BOPIX you already own
BOPIX Mutual Fund
NAV$29.52
Sterling Capital Special Opportunities Equity Fund Intlitutional Class
AUM$59M
TER0.86%
Holdings36
See how much of BOPIX you already own
BOPIX Mutual Fund Overlap Analysis
BOPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BOPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BOPIX may share significant positions with broad-market funds.
BOPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BOPIX tax-loss harvesting finds highly correlated but non-identical funds.