BPAVX Mutual Fund Analysis & Holdings | MarketXLS

BPAVX Mutual Fund

NAV$38.47

AUM$204M

TER1.05%

Holdings105

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BPAVX Mutual Fund

NAV$38.47

Boston Partners All-Cap Value Fund Invertor Class

AUM$204M

TER1.05%

Holdings105

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

BPAVX Mutual Fund Overlap Analysis

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

BPAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 105 holdings, BPAVX may share significant positions with broad-market funds.

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