BPSCX Mutual Fund

NAV$28.70

AUM$57M

TER1.34%

Holdings165

BPSCX Mutual Fund

NAV$28.70

Boston Partners Small Cap Value Fund II Investor class

AUM$57M

TER1.34%

Holdings165

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Holdings Overlap Analysis

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

BPSCX Mutual Fund Overlap Analysis

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

BPSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 165 holdings, BPSCX may share significant positions with broad-market funds.

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