BPRLX Mutual Fund Analysis & Holdings | MarketXLS

BPRLX Mutual Fund

NAV$10.53

AUM$313M

TER1.23%

Holdings77

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BPRLX Mutual Fund

NAV$10.53

Beacon Planned Return Strategy Fund Institutional Class

AUM$313M

TER1.23%

Holdings77

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

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.