BPRLX Mutual Fund
BPRLX Mutual Fund
NAV$10.58
AUM$314M
TER1.23%
Holdings77
See how much of BPRLX you already own
BPRLX Mutual Fund
NAV$10.58
Beacon Planned Return Strategy Fund Institutional Class
AUM$314M
TER1.23%
Holdings77
See how much of BPRLX you already own
BPRLX Mutual Fund Overlap Analysis
BPRLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BPRLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, BPRLX may share significant positions with broad-market funds.
BPRLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BPRLX tax-loss harvesting finds highly correlated but non-identical funds.