BSIVX Mutual Fund Analysis & Holdings | MarketXLS

BSIVX Mutual Fund

NAV$15.47

AUM$408M

TER0.22%

Holdings1,940

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BSIVX Mutual Fund

NAV$15.47

BlackRock Small Cap Index V.I. Fund Class I

AUM$408M

TER0.22%

Holdings1,940

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

BSIVX Mutual Fund Overlap Analysis

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

BSIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1940 holdings, BSIVX may share significant positions with broad-market funds.

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