BRCPX Mutual Fund Analysis & Holdings | MarketXLS

BRCPX Mutual Fund

NAV$11.79

AUM$6M

TER0.96%

Holdings20

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BRCPX Mutual Fund

NAV$11.79

BlackRock 20/80 Target Allocation Fund Class R

AUM$6M

TER0.96%

Holdings20

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

BRCPX Mutual Fund Overlap Analysis

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

BRCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, BRCPX may share significant positions with broad-market funds.

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