BRIDX Mutual Fund

NAV$94.23

AUM$132,097.03

TER1.00%

Holdings3

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BRIDX Mutual Fund

NAV$94.23

BlackRock Retirement Income 2040 Fund Investor A

AUM$132,097.03

TER1.00%

Holdings3

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

BRIDX Mutual Fund Overlap Analysis

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

BRIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, BRIDX may share significant positions with broad-market funds.

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