BRIAX Mutual Fund

NAV$85.00

AUM$188,669.95

TER1.00%

Holdings2

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BRIAX Mutual Fund

NAV$85.00

BlackRock Retirement Income 2030 Fund Investor A

AUM$188,669.95

TER1.00%

Holdings2

See how much of BRIAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

BRIAX Mutual Fund Overlap Analysis

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

BRIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, BRIAX may share significant positions with broad-market funds.

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