BSCAX Mutual Fund Holdings Overlap Calculator | MarketXLS

BSCAX Mutual Fund

NAV$24.49

AUM$76M

TER1.16%

Holdings48

See what you own twice

Check BSCAX against your other funds. Free for up to 5.

Check my overlap

BSCAX Mutual Fund

NAV$24.49

Brandes Small Cap Value Fund Class A

AUM$76M

TER1.16%

Holdings48

See what you own twice

Check BSCAX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

BSCAX Mutual Fund Overlap Analysis

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

BSCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, BSCAX may share significant positions with broad-market funds.

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