BRCAX Mutual Fund Analysis & Holdings | MarketXLS

BRCAX Mutual Fund

NAV$8.58

TER1.49%

Holdings36

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

BRCAX Mutual Fund

NAV$8.58

Invesco Balanced-Risk Commodity Strategy Fund Class A

TER1.49%

Holdings36

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 BRCAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BRCAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BRCAX Mutual Fund Overlap Analysis

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

BRCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, BRCAX may share significant positions with broad-market funds.

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