BQLIX Mutual Fund

NAV$17.90

AUM$10,833.94

TER0.91%

Holdings41

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BQLIX Mutual Fund

NAV$17.90

Bright Rock Quality Large Cap Fund Investor Class Shs

AUM$10,833.94

TER0.91%

Holdings41

See inside every fund you own

$99/yr 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 BQLIX 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 BQLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BQLIX Mutual Fund Overlap Analysis

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

BQLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 41 holdings, BQLIX may share significant positions with broad-market funds.

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