BSDAX Mutual Fund
BSDAX Mutual Fund
NAV$13.25
AUM$537,937
TER1.10%
Holdings92
See how much of BSDAX you already own
BSDAX Mutual Fund
NAV$13.25
BlackRock SMID-Cap Growth Equity Fund Investor A Class
AUM$537,937
TER1.10%
Holdings92
See how much of BSDAX you already own
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.