BPLEX Mutual Fund

NAV$12.83

AUM$41M

TER2.01%

Holdings209

BPLEX Mutual Fund

NAV$12.83

Boston Partners Long/Short Equity Fund Investor Class

AUM$41M

TER2.01%

Holdings209

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Holdings Overlap Analysis

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

BPLEX Mutual Fund Overlap Analysis

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

BPLEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 209 holdings, BPLEX may share significant positions with broad-market funds.

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