BSDAX Mutual Fund Analysis & Holdings | MarketXLS

BSDAX Mutual Fund

NAV$13.25

AUM$537,937

TER1.10%

Holdings92

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BSDAX Mutual Fund

NAV$13.25

BlackRock SMID-Cap Growth Equity Fund Investor A Class

AUM$537,937

TER1.10%

Holdings92

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

BSDAX Mutual Fund Overlap Analysis

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

BSDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, BSDAX may share significant positions with broad-market funds.

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